Helping You Build, Manage, and Protect Your Wealth

What We Do

Our team is our greatest strength and we know we can get much further together, like a family. By focusing on familial roots and longstanding traditions our team has consistently brought success to our clients and their families for 20 years. We understand the importance of your needs and are here to try to build a personal financial equation for you that will reach and sustain your financial goals. We are geared towards high net worth individuals, professionals, foundations, executives, and business owners. Our specialties range from US and Canadian Equities, Portfolio Management, Options Strategies, and beyond, which all help to accomplish our goals to build, manage, and protect the wealth you want­­-for this generation and the future generations to come.

How We Can Help

We draw upon the full depth and breadth of BMO Financial Group to provide our clients with integrated and multidisciplinary wealth management solutions that are tailored just for you. This includes but is not limited to:
 

• Comprehensive Investment Advice
• Financial and Retirement Planning
• Wills and Estates Consultation
• Insurance Solutions
• Charitable Giving
• Personal and Commercial Banking

Get a quote with the Marketing Quotes and Research Tool on the right hand side of the home page.

Give us a call to discuss what you are looking for. We look forward to meeting you over coffee or tea!