Tsoi Wealth Management of BMO Nesbitt Burns

Our multidisciplinary team brings together expertise in investment management, financial planning, cross-border tax, estate planning, business succession, and client service to help families build, preserve, and transfer wealth with confidence.

Who We Are              

• We have 70+ years of industry experience combined.
• We offer a comprehensive range of strategies and solutions in private banking, investment management, trusts, insurance, cross-border tax plannings, and financial planning.
• We proudly provide our services in English, Mandarin, and Cantonese.

Your needs are multidimensional -- so are our capabilities. We believe that we have an unmatched ability to deliver a customized private banking and wealth management solution to you and your family – whether you are working or living in Canada or in the U.S.

Contact us to arrange a consultation.

A Personal Approach to Wealth Management

It all begins with you.

At Tsoi Wealth Management, we guide successful families through pivotal moments and the often complex and emotional financial decisions that arise over time. We will partner with you to navigate you through the opportunities and challenges that come with wealth.

Our role is to anticipate your wants and needs, present ideas that are unique to you, and engage the right partners from our in-house team of highly disciplined, experienced experts. Using this collaborative approach, we identify practical, actionable solutions, empowering you to proactively strategize for the future. From a simple bank account to preparing the next generation to lead the family enterprise, Team Tsoi is always by your side.