Helping you do the things you want to do...
when you want to do them.


We are a complete Wealth Management team of experienced professionals specializing in Discretionary Portfolio management, Retirement & Financial planning, as well as Insurance & Estate considerations.  Our approach is grounded in solid investment discipline along with a holistic approach to achieving your individual goals.



Read the latest commentary from Douglas Porter, BMO's Chief Economist, by visiting the Publications Page. 


Client Meetings: We are pleased to offer a variety of communication and meeting options. For those clients who prefer to meet in person, we look forward to connecting with you at the location that is most convenient for you, whether that be in our downtown Windsor office, at a local BMO bank branch near you, or at your home or business. Alternately, we are also pleased to connect via Microsoft Teams video conferencing or by phone. 


Access to Parking:  We are pleased to offer complimentary parking when visiting the office. Passes will be provided to use the Chrysler building parking garage immediately across the street from our building (entrance is on Ferry street near The Keg).