Linkedin
Phone:
416-359-4903
Home
Meet The Team
Videos
Clients We Serve
Our Clients
Do These Issues Concern You?
Women Helping Women
Client Testimonials
Our Services
Our Approach
Your Financial Plan
Investment Management
Publications
Contact Us
Home
Meet The Team
Videos
Clients We Serve
Our Clients
Do These Issues Concern You?
Women Helping Women
Client Testimonials
Our Services
Our Approach
Your Financial Plan
Investment Management
Publications
☰
Home
Meet The Team
Videos
Clients We Serve
Our Clients
Do These Issues Concern You?
Women Helping Women
Client Testimonials
Our Services
Our Approach
Your Financial Plan
Investment Management
Publications
Contact Us
Shiho Okuyama, FMA, CIM, FCSI
Portfolio Manager and Senior Investment Advisor
Welcome to
Okuyama Wealth
Management
Videos: Your 212
Working With Us
Okuyama Wealth Management offers a harmonious blend of traditional values based on trust, integrity, and transparency, coupled with modern ingenuity and innovation having access to advanced financial tools and a technologically robust trading platform.
Our Investment Process
Sophisticated yet straightforward, our investment strategy integrates the principles of risk management with a disciplined investment selection process. Based on your time horizon and investor profile, we build a diversified portfolio of high-quality companies, with your financial objectives in mind.
Our Team of Experts
At BMO Private Wealth, we understand the intricacies of wealth management. Working closely with a team of financial professionals, clients receive comprehensive solutions incorporating investment management, financial planning, insurance and estate planning, private banking and philanthropic services.
Our Relationship
For clients who value a personalized approach, Okuyama Wealth Management is committed to open communication and meaningful dialogue. We start by articulating your financial goals, explore financial solutions that are tailored to your needs, then implement and execute our strategic plan. As you move through different phases in life, together we will track our progress, make adjustments as needed, and continually refine our strategy enabling you to move forward with confidence.
Getting Started
We invite you to explore our comprehensive service offering. Please take a moment to complete this
form.