Perhaps you’re just getting started with your career.  Or you’re getting married.  Or you’re buying a house, building a business, planning for retirement, or already living in retirement. Whatever your life stage, we’re here for you. Because fundamentally, we believe that we are here, all of us, to care about each other. 
 
Let’s talk!  Or rather, you talk, and we’ll listen, so we can learn about you and understand you.  This allows us to build an effective financial plan for you – one that draws from the vast weight and knowledge that comes from our highly experienced and expert team, combined with BMO Financial Group overall.
 
That financial plan will use a straightforward combination of just the right strategies, services and products for your unique situation. We emphasize straightforward because we believe the investing world is made unnecessarily complicated and mysterious by having far too many products that are, well, unnecessarily complicated and mysterious.  We make things easy to understand because we have the many decades of experience it takes to comfortably say “no” to things that aren’t right for you. 
 
That’s just a hint of how you’ll Build more with Mah. 

 

Want to learn more?  Read about our team here – or let’s get going right now on that conversation.  Just click “Contact Us” above, or call us at (416) 928-1104.

Build More with Mah™

What does this mean? It means that we are committed to helping our clients build:

 

  • More wealth – through advice from real people who care about where you want to go in life, beyond just your finances.
  • More knowledge – to help clients truly understand their investment strategy, so they can have more confidence, comfort, and courage to stick with it, especially during times of economic uncertainty.
  • More peace of mind – that someone cares about your wealth and has your back while you work towards building the future that you have envisioned.

 

We do all of this with something that our clients have consistently told us is most important to them: a genuine human touch. We are deeply respectful, we are quickly responsive, and we take nothing for granted – especially our clients’ business.

 

Client Testimonials

 

Recent Posts

5 Principles to Help Investors Survive an Economic Recession

May 01, 2023 - Marissa Mah, B.Comm., LL.B., LL.M.

By staying calm, diversifying, investing in quality companies, keeping cash on hand, and seeking professional advice, investors are much better positioned to survive a recession, and potentially emerge with even greater wealth....

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Answers to 5 key questions about the new Tax-Free First Home Savings Account (FHSA)

Apr 01, 2023 - Marissa Mah, B.Comm., LL.B., LL.M.

Starting April 1, 2023, the FHSA will be available to Canadians that are interested in taking advantage of the benefits of this unique savings vehicle...

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