We are Matt Wyllie and Ron Heinlein, CERTIFIED FINANCIAL PLANNERS® (CFPs®). Together we have more than five decades of experience helping our clients achieve their financial goals. Our team offers the many advantages of complete wealth planning – plus the expertise of an extended team of BMO Private Wealth specialists and resources – all under one roof.
It’s all about you and your goals.
We invest a great deal of time upfront and throughout our relationship to learn all about you and your family or business and what you’d like your money to do for you. We base all our decisions on your priorities, needs and dreams. We strongly believe in the importance of seeing wealth as a family affair and we will strive to engage all your generations in managing the family assets.
We bring you the best of BMO Private Wealth.
To complement our own wealth planning skills, we will integrate the expertise of a collaborative team of BMO wealth planners. These include a tax lawyer, an estate planner, business succession advisors, trust professionals, insurance specialists, philanthropy strategists, and others.
Our team will integrate and oversee everything within the context of your goals, risk tolerance, time horizon and other unique parameters to keep all the wheels turning for you and ensure recommendations are executed.
With input from sophisticated BMO Private Wealth high net worth planners, we can deliver a superior service offering and extraordinary opportunities, particularly for very affluent clients.
We look forward to exploring investment strategies and solutions with you as we work together to find the best solutions to help you achieve your unique financial goals.