Our approach


Our commitment to you


In all circumstances, we will:

 

  • Engage and integrate the expertise of specialists across BMO Private Wealth to address multiple financial needs under one roof.

  • Simplify and streamline your wealth experience.

  • Act with clarity and transparency.

  • Act in your best interests and align our interests with yours.

  • Apply business and investing acumen from Brad Steinmetz' accountancy and CFO experience.

  • Use an institutional level of rigour and common sense to inform all our decisions.

  • Earn your trust and confidence.

  • Preserve and build upon the wealth you have built.


Our process


We take a consultative approach to working with you, and continuously evolve the plan to accommodate any changes in your situation or the markets. The bedrock of our service consists of understanding your needs and accommodating them appropriately as they change.


When we begin working together, we will work to:

 

  1. Understand your needs and what you wish to accomplish.

  2. Develop an overarching family strategy.

  3. Help you to organize and structure your goals.

  4. Provide you with options to consider and build out scenarios of how the future might look financially.

  5. Discuss with you the most suitable strategy to pursue.

  6. Follow an institutional-style approach to portfolio management to manage risk and achieve long-term growth.

  7. Collaborate with BMO Private Wealth specialists to plan for and address all your personal and professional financial goals.  

  8. Review and communicate your progress with you.

  9. Evolve and adjust your plan as your situation changes.


    10.  

We understand your needs as they change.