Wealth Planning is about much more than money. True wealth is your ability to live the kind of life that you want, to reach the goals that you have set for yourself, your family and your business and to create a legacy for the future that reflects your values
What we do
We are The Kemick-Mason Schooley Wealth Advisory Team
and we provide a distinctive approach to managing your wealth. When we sit down to talk about your wealth management plan, we know that your financial goals are often not just focused on your investment objectives. The broader financial picture is far more complex and many aspects of managing wealth require specialized attention.
We access professionals in our community to give specialized advice when needed, while leveraging the tremendous resources available through BMO Nesbitt Burns. Whatever the particular planning need is, we will find the best possible advice for our clients.
Learn more about us
To learn more about us we encourage you to read about Our Approach