Investment Counsel Overview

As one of Canada’s most prominent investment counsel firms we offer expertise, guidance, oversight and fully discretionary solutions that free you from having to make day-to-day decisions. We help you grow and preserve wealth to realize your unique goals and maintain your legacy. With more than $50 billion in assets under management, our client include individuals, families, corporations, charities, and private foundations who entrust us to manage their assets.

Global Capabilities

A broad range of investment solutions across traditional, alternative asset classes, and geographies

Disciplined Fiduciary

Investment decisions are guided by a framework of principles that embody our best thinking.

Personalized

Your personal Investment Counsellor is dedicated to creating investment strategies that align with your unique goals.

Investment Counsellor Overview

As an Investment Counsellor, I offer professional investment management expertise and advice to help retirees, professionals, business owners and executives, and their families to enjoy and simplify their wealth management needs.


I spend time getting an in-depth understanding of what a wealthy life means to you – your priorities on family, work, lifestyle and money. Then, with a passionate, experienced team of wealth management professionals, I create a customized investment plan that can adapt to external conditions and personal transitions.


You know your financial affairs are in order and remain on track to reach your goals throughout your life – the ultimate benchmark of success. 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.


As my client, you will benefit from having me as your dedicated Investment Counsellor, backed by our award-winning investment platform. I will offer discretionary investment management services, and our institutionalized decision-making process ensures you get the highest standard of professional expertise, and keep your investment decisions aligned with your goals.