A common thread in all we do is to help answer the questions in your financial life that matter most. The Keller Advisory Group of BMO Nesbitt Burns manages over $200 million in assets for executives, professionals, successful entrepreneurs and non-profit institutions.
You will always get the truth, in plain English. We focus on the issues that matter most to you and communicate in terms you can understand.
A common thread in all we do is to consider the after-tax implications of all decisions. Investment and estate plans are centered around helping minimize taxes and maximizing the wealth passed on to the next generation.
We provide guidance to help our clients protect and build wealth in order to prepare for decades of retirement. Along the way, we draw on the expertise of our partners within BMO in areas such as financial planning, investments, estate & tax planning, insurance, lending and banking.
The foundation of our investment approach is to identify businesses with sustainable competitive advantages and long-term growth prospects. We believe favorable long-term investment outcomes come from owning great businesses...focus on a select few and passing on most. We are supported in investment strategy by BMO Capital Markets top-ranked analysts and investment strategists and have access to highly-regarded external portfolio managers that aren't typically available to most Canadian investors.
Ben has been a Chartered Financial Analyst (CFA) Charterholder for over 15 years. The CFA is seen worldwide as the most highly respected designation in the investment management industry. All CFA Charterholders have a duty to act for the benefit of their clients and place their clients' interests before their employer's or their own interests. We would welcome an introductory conversation.
Keller Advisor Group