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Steve Kaszas
Adam Altberg
Allison Jarvie
Laura Roncone
Christina Su

Address
1 First Canadian Place
39th Floor, P.O. Box 150
Toronto, ON
M5X 1H3
Map

Our Business Philosophy

Our business philosophy, as well as our approach to assisting our clients, begins with a thorough understanding and assessment of their wants, needs and life goals. We work closely with our clients for the long term. This enables us to address the evolving need for capital growth and preservation, tax minimization and above all else – clarity. We work hard to offer our clients an extensive range of financial products and services to further benefit their financial situation. With our depth of experience, we are able to create and maintain wealth management solutions for today and tomorrow.
 

Service you can count on

The Kaszas Group provides a higher level of wealth management. Our clients receive timely advice, quality service and customized investment strategies to discover the true potential of their wealth. We provide trusted advice for life and our experience is the cornerstone of our success.
 

Bringing Together the Best of the Best

BMO Nesbitt Burns named Best Full Service Investment Advisory Canada for 2015 by Global Banking & Finance Review in recognition of our continuing efforts to provide comprehensive investment services.

We draw upon the full depth and breadth of BMO Financial Group to provide our clients with integrated and multidisciplinary wealth management solutions. This includes Investment Solutions, Trusts and Wills, Financial Planning, Group Pensions and Benefits, Retirement Planning, Charitable Giving Programs, Estate and Insurance Services, Personal and Commercial Banking.

 
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