Platform Utilize the full breadth and depth of the BMO platform Product Objective advice to incorporate the optimal internal and 3rd party solutions People Quality resources and human capital Philosophy Prudently grow wealth while minimizing downside Performance Strong risk-adjusted total returns Price Offer a holistic and integrated approach at a competitive fee. Family Pricing Physician Experience Our extensive experience working with physicians provides us with the expertise to assist physicians and other medical professionals in the complete management of their finances including tax efficient strategies, asset allocation and location strategies, insurance solutions and professional incorporation advice.