Our Process
We spend time getting an in-depth understanding about 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, we create a customized, investment plan that can adapt to external conditions and personal transitions.
Next, we create an asset allocation strategy, investment portfolio and Wealth Plan, tailored to your needs.
We will regularly monitor your portfolio and Wealth Plan and make adjustments as needed when changes occur in your life or the markets. This approach saves you time and worry – you know your financial affairs are in order and remain on track to reach your goals throughout your life.
Ongoing collaboration with a network of BMO specialists provides full-circle, integrated planning and solutions for multiple financial matters.
You will receive monthly statements and we will schedule regular meetings to report your progress against your benchmark goals and to discuss capital market events and request for proposal bids.