Institutional Capabilities Delivered Through a Bespoke Process
As an Investment Counsellor and Portfolio Manager, I offer institutional-style discretionary investment management services. Backed by our award-winning investment platform, our decision-making process ensures you get the highest standard of professional expertise while keeping the strategy aligned with your goals.
BMO Private Investment Counsel Inc. – one of Canada’s oldest and largest investment counselling firms – is the investment arm of the BMO Private Banking group and manages over $30 billion in assets.
I believe that transparency is the foundation of a successful relationship. In our business, trust is everything.
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