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Sharon Kubicek
Alisa Carli
Christine Duggan

Address
1 First Canadian Place
40th Floor , P.O. Box 150
Toronto, ON
M5X 1H3
Map

Specializing in providing smart, informed,
customized investment solutions

 

A Customized Approach

The Kubicek Carli Group works with clients to develop customized wealth creation programs and cash flow management strategies focused on the unique goals and objectives of each client.

 

Working With Us

As Portfolio Managers, we are able to offer you a customized, discretionary management approach in addition to the traditional advisory relationship. This allows you to have a direct relationship with an accredited Portfolio Manager while providing peace of mind. Our team uses the discipline of asset mix management and draws on BMO Nesbitt Burns' top-ranked equity, economic and fixed income research to structure portfolios to meet clients' needs.

 



Managed Portfolio Account



Cash Management Accounts



Retirement Planning



Tax Free Savings Accounts


Education Savings



Estate and Insurance Services
 

 

Wealth Solutions at a Glance

Through the combined resources of BMO Financial Group, we provide our clients access to a wide range of wealth advisory services, including:

 

   Credit and Banking Solutions

   Asset and Income Preservation

   Estate Planning and Trust Services

   Tax Strategies

   Business Financial Services

 

Our Specialties

Amongst our professional wealth management services, we are able to offer our clients an array of products and services which include:

 

   Portfolio management

   Managed assets programs

   Financial, retirement and education planning

   Insurance services