At The Brezer Mandell Reems & Hao Group we provide families, individuals and corporate entities with investments, wealth management and estate planning.

As your Investment and Estate Advisors, we identify and monitor your investment goals, risk profiles and then implement the strategies required to achieve these goals.

Our Practice- We challenge successful and wealthy individuals not to accept mediocrity with their financial goals. As a Wealth Advisory team we are committed to creating an extraordinary financial contribution to our client's lives by providing in depth council in the areas of corporate structure, succession, retirement, estate and philanthropic planning.

It has been our experience that with today's busy lives many people are so focused on business and family that other areas like finances and longer term planning get neglected. We look to break that status quo and get our clients back on track. We help by putting the necessary plans and structure in place so that outcomes are not left to chance. As much as we need to grow your wealth, we also need to focus on ways to preserve it. In many cases, this will be a collaborative effort working with your accountant, lawyer and tax advisor in creating the necessary structure.

Our team's specializes and addresses the needs of our clients in this area and ensures an orderly transition of assets to future generations.

The Petticrew Group's associates are highly accomplished and singular experts in their fields. Each brings their own unique set of strengths, skills and talents, collaborating for the intergenerational management of your wealth. Working together in an environment that fosters communication and equitable discussion, every investment choice and each strategy has the benefit of our combined experience. Every facet of your plan is thoroughly examined to create strategies according to your specific investment and asset objectives. This means well-rounded, insightful perspectives that deliver real results to you.

Our team's specializes and addresses the needs of our clients in this area and ensures an orderly transition of assets to future generations.

Our Mission Statement

Our priority is providing effective peace-of-mind investment advice and financial planning to high net worth individuals, business owners and professionals while offering an exceptional client experience.

We prioritize building trust while delivering results and service that demonstrate our client’s financial interests and well-being are top of mind in everything we do.

Our Investment Philosophy

Investing should not be complicated.

You should understand exactly what you own and be engaged and involved in the investment process with your advisor
We believe in protecting your capital. We work to achieve this by managing the inherent risks of investing while providing you with adequate tax effective income. You work hard for your money, and we value the opportunity to simplify the investment process to help you reach your goals.

Established in 2007, we seek to deliver a client experience that sets a new standard for transparency, accountability, genuine care, and comprehensive services to meet the complex, multi-disciplinary needs of affluent Canadians.

At BMO Private Wealth, we have a full suite of financial resources at our fingertips to assist you through your journey – all under one roof. They include private banking, business banking, retirement planning, tax planning, legacy creation, estate and insurance planning, trust strategies, business/practice succession planning, among others. Especially in the later phases of life, you may require added services, solutions and support and we are well positioned to deliver.

With us, wealth management is personal. We care about your outcomes and will find the best paths to achieve them. As your financial partner, we will spend the time to get to know you and understand your dreams, goals and aspirations before building holistic, tailored, integrated solutions.

We strive to anticipate your needs and help you optimize your financial life, rooting out challenges and providing timely advice to secure your wealth.

We are a team of experienced and collaborative wealth management professionals dedicated to assisting you and your family to achieve what is uniquely important to you. We scour the world for the best insights and opportunities to help our Canadian and international clients to successfully plan and implement resilient investment plans. In addition, we deliver retirement and estate plans plus a wealth of other integrated services to help grow, preserve and transfer our clients’ wealth while vigilantly minimizing risk and taxes.

For our diverse and affluent clientele, we follow a long-term approach, never chasing a quick fix or the latest theme. We advise individuals, families, business owners, executives, professionals, and retirees, as well as their spouses and children, and also manage portfolios for personal holding companies, trusts and charitable foundations.

We believe the value of our advice will only increase in the next decade as the financial markets provide increasingly complex challenges and significant opportunities. The current challenges, which include climate change, income disparity and the onset of artificial intelligence for example, will give rise to new challenges.

Our Specialities

We help clients select their optimal investment strategies by setting financial planning priorities, implementing a plan tailored to clients needs, and by maximizing opportunities relating to tax, risk management, asset protection and estate needs.

Our Philosophy

We firmly believe that our clients' interests are best served by taking a fully diversified portfolio approach to investing. We work closely with individual and corporate clients to achieve long term financial success. We fully customize financial portfolio's to each individual client's needs.

A tailored approach Whether our clients are conservative investors looking for income, or growth-oriented investors, we will design an investment strategy that fits each client's needs and meets their established goals. We welcome the opportunity to share our ideas and recommendations with you.

At O'Sullivan Wealth Management Group, our Investment Advisors can help you develop a plan that’s right for your needs – today and in the future. No matter where you are in life, our Advisors help individuals, families, successful entrepreneurs, business professionals and corporations by providing expert financial advice.

Working with Us

We’re here to help you plan for the expected and the unexpected in your life. From getting married, buying a home, planning for a child’s future to building a business, we can help make it all possible. A O'Sullivan Wealth Management Group Investment Advisors can help you through these important periods of transition.

Finding the right wealth advisory group to partner with is one of the most important financial decisions you will face. While many things can influence your choice, at the foundation of the best financial partnerships are trust, transparency and bottom-line results. By embracing these values in our work with our clients, the Bower Gauthier Group at BMO Nesbitt Burns has earned the reputation as an advisory group of choice in British Columbia.

What Distinguishes Us

We learned a long time ago that we cannot be all things to all people. By design, our practice has evolved so that we focus on a select group of affluent families. By limiting the number of relationships we work with, we are able to develop a deep and meaningful understanding of all facets of our clients' circumstances.

Through a collaborative process with our clients, we find the answers to their questions and create a total wealth management solution that secures their financial freedom and independence.

Providing Advisory and Portfolio Management Services to Clients. Serving Clients Since 1985

With just about 40 years of experience we help clients achieve their financial goals by carefully developing tailor-made solutions for each client. Navigating through various types of markets and financial crises, we have added value to clients through it all.

We can guide you through an effective and holistic planning process in areas such as intergenerational wealth transfer, cash flow, long-term care, retirement and estate planning (including counsel at family meetings to share thoughts, wishes and objectives); establishing/updating wills and powers of attorney; using insurance as a safety net; and appointing an appropriate executor to ensure your benefactors are secured for the future.

Our Commitment to You:

• Building a long term plan and a road-map for your finances

• Being transparent and have consistent communication

• Providing you support every step of the way