BMO Private Wealth provides a very broad product shelf with which we can offer a deep pool of investment options. Plus, the firm’s open architecture lets us advise you objectively with no pressure to use proprietary products or platforms. We place your interests first and base all our decisions on what is best for you and your family or business. We are here to understand your life priorities and deliver on our commitment to: Assess your financial goals and level of risk tolerance. Develop a strategic and effective in-depth plan based on your current financial picture. Put your customized investment plan into action. Monitoring its progress over both the short and long term, with a responsibility to keep you informed. Meet at your desired frequency to review your portfolio, re-evaluate and re-balance where necessary.