We are driven by integrity. Doing the right thing is our number one priority. No one can be perfect, so if we get something wrong, we will say so and do everything we can to fix it.
We see the whole person.
We are a diverse team advising diverse clients. If you are neurodivergent, a newcomer, a member of the 2SLGBTQIA+ community, or simply someone who thinks a bit differently, you will feel safe working with us. We will provide guidance and insight through life's challenges at every stage to help you live a happy life.
We solve complexity at every level.
We have extensive expertise in estate planning, tax optimization, cross-border financial matters, corporations, trusts and asset transfer to next generation, liability management, and elder care for yourself and your family. We find pathways for alternative households (for example, single-person, same-sex, long-distance, solo women, elders) with longevity concerns about outgrowing their assets, among others.
We respect the details. Known for our exceptional diligence, precision, and detail-mindedness, we have won the respect of some of the most discerning, demanding and process-driven clients in Canada – including actuaries and leading c-suite corporate executives.
We have strength and pre-eminence. We stay ahead of the curve with our advanced professional credentials and financial planning methodologies, BMO’s broad team of wealth and banking specialists, and our proven discretionary portfolio management process that ensures a diversified asset mix, provides a customized Investment Policy Statement, and tracks insights into global market trends.
We believe in fun, gratitude and teamwork. While we have an elite track record and credentials, we are down to earth. We love working with our clients, each other, and our expert partners. Our positive environment fosters passion and collaboration and reduces stress. Clients feel and appreciate this.