“If done right, the practitioner is a trusted expert. The consultation is personal. The assessment is comprehensive; the diagnosis, intelligent; the advice, holistic; and the prescription, clear and effective. What’s more, questions you inevitably have are explored comfortably, confidently, and without judgement.”
(Source: CFA Institute – Value of Premium Wealth Management)
Independent advice you can count on
We operate as a boutique destination within a large global firm, allowing to us to deliver personalized wealth management while utilizing the depth and breadth of resources available through BMO. Our loyalty is to our clients – not to a company or their products.
Plans built around you
Our relationship starts by understanding your goals, aspirations and motivations. We conduct a comprehensive review and discovery process that identifies your family’s long-term goals so we can build a personalized financial plan that integrates every facet of your lives. We charge for financial planning because it’s the core of what we do and it’s too valuable to be given away for free.
Wealth is created in a number of ways and driven by your unique hopes, fears, needs, beliefs and aspirations. This complexity requires holistic planning and we build personalized, comprehensive written financial plans that harmonize each component of your financial world. We work closely with trusted external experts – accountants, lawyers, cross-border tax specialists and business succession advisors – facilitating joint meetings in our offices to ensure understanding, integration and implementation.
Simply having a financial plan is not enough – it must be brought to life through expert stewardship.
We meet quarterly with our clients to ensure your plan’s recommendations are implemented, reviewed on a regular basis and updated as you move along the path to achieving your goals.
We provide fee-based financial planning where your costs are based on a percentage of assets under management. Every household we manage is subject to the same tiered fee structure – providing you with transparency and clarity.
Delivering excellence to all our clients
Our attention to detail and follow-through combined with an unparalleled level of service provides our clients the confidence that their financial affairs are handled with the highest level of integrity and competency.
We work as a tight-knit team with a strong succession strategy in place to ensure continuity in our relationship. We are a multi-generational team and will be here to steward your wealth through to the next generation and beyond.