Helping You Build, Manage and Protect Your Wealth
We will be fully transparent with regards to products and services that we offer as well as the fees that we charge
- Build a solid and lasting relationship with you and your family
- Keep you informed and contact regularly
- Offers a tailor-made financial plan for you
- Provide quality over quantity
- Price with integrity
Our diverse team provides service in the following languages: English, Mandarin and Cantonese. We draw upon the full depth and breadth of BMO Financial Group to provide our clients with integrated and multidisciplinary wealth management solutions. This includes, but is not limited to:
- Comprehensive Investment Advice
- Financial and Retirement Planning
- Wills & Estates Consultation
- Insurance Solutions
- Charitable Giving
- Personal and Commercial Banking
Our Philosophy and Guiding Principles
Our consistent process, along with the collective expertise of our immediate team, and that of our partners within the BMO Financial Group, ensures our clients the peace of mind that they and their families will be able to have, and do the things that they want to do - now and in the future, this generation and the next.
Keeping you informed
We believe that the increasing complexity and volatility of the capital markets will present significant opportunities and challenges in the decade ahead, thus increasing the value of our advice.
We are committed to building a solid, lasting relationship with our clients. Keeping clients informed is a top priority. We regularly review goals, strategy and portfolio performance with our clients. This also means providing access to a wealth of educational materials and being readily accessible to address your issues in a timely manner. It also involves monitoring accounts relative to changing market conditions on an ongoing basis to take advantage of opportunities as they arise.