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SK Associates is part of BMO Private Investment Counsel Inc., one of Canada’s oldest and largest investment counselling firms, managing over $50 billion in assets. We specialize in delivering discretionary investment management and personalized advice for retirees, professionals, business owners, executives, their families, as well as First Nations and institutional clients.
Meet The Team
If your goal is to grow and/or preserve your wealth, we can suggest an investment strategy that's right for you.
A wealth plan helps you understand where you are and where you want to be. We create a plan to help get you there.
Tax minimization is a key strategy to manage your wealth. A BMO Private Wealth professional will work with your current tax team to help you effectively manage your assets.
If you spend a significant amount of time in the U.S., we can help you manage your financial needs on both sides of the border.
BMO Private Wealth professionals will work with you to create a comprehensive estate plan that aligns with your values.
Let's connect. Book a consultation with us today.
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