Welcome to the Sachlas Investment Group

 

Our approach

With over 25 years experience with BMO, we guide successful families through pivotal moments and the often complex and emotional financial decisions that arise over time. We will partner with you to navigate you through the opportunities and challenges that come with wealth.

Our role is to anticipate your wants and needs, present ideas that are unique to you and engage the right partners from our in-house team of highly disciplined, experienced experts. Using this collaborative approach, we identify practical, actionable opportunities and solutions, empowering you to proactively strategize for the future – from a simple bank account, to preparing the next generation to lead the family enterprise.

You will experience what sets us apart through our multi-disciplinary team approach.

Read a feature story on my career.

 

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The value of BMO Private Wealth

A long-term partnership for tailored service, solutions and support.

 

Together with you on your journey

Wherever life takes you, through continuous discovery rooted in planning, we will be there to provide industry-leading solutions, while bringing the full breadth of BMO Private Wealth’s resources to keep you on track to your goals, and focused on what matters most: you.

 

Recent Posts

Weekly Strategy Perspectives: Witch Bubble Hunting

Oct 30, 2026 - BMO Private Wealth

Our views on investment strategy, given the events of the past week and their impact on equity and fixed income markets....

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Can family philanthropy help prepare the next generation for wealth?

Oct 26, 2026 - BMO Private Wealth

Our experts look at why some families see philanthropy as a way to teach decision-making, governance and financial stewardship in a real-world setting....

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Weekly Strategy Perspectives: Reassessing the AI Trade: Beanie Baby or Birkin bag?

Oct 23, 2026 - BMO Private Wealth

Our views on investment strategy, given the events of the past week and their impact on equity and fixed income markets....

Read more