Get A Second Opinion
When our team provides a second opinion on your investment portfolio, there are six key questions that we help you answer:
Is your advisor limited to in-house funds or products?
Is your advisor avoiding conflicts of interest?
Is your portfolio performing as it should?
Are there similar or better solutions available at a lower cost?
Are you on track to meet your long-term goals?
Are you prepared for a market correction or recession?
The answers to these key questions will help determine whether you can benefit from making a change to your investment strategy, or whether you should stick with your current approach.
GET A SECOND OPINION TODAY
Who We Are
BMO Wealth Management
$49 Billion Assets Under Management
Registered Portfolio Manager with over 38 Years of experience
To provide the most effective, personalized wealth management service of its kind for best-in-class value
"Our investment practice is most rewarding for clients who want the flexibility and personal attention of a dedicated family office, but who value the resources and security of a major financial institution." — Scot McLeod