We deliver full-circle wealth management for families who require an extra measure of sophistication and service.


Wealthy families lead busy lives that often involve many financial complexities and partners. We bring your family and business the sophisticated, fully integrated, personal financial attention of a Family Office– backed by the stability and resources of BMO Private Wealth. 
With our highly personalized, bespoke approach, we advise medical specialists, family physicians, current and former business owners, and their affluent families. While our office is located in Waterloo, we advise clients across Canada and around the world. 

Our elite team has the proven skills, experience and nuanced approach to meet your unique needs with distinction, simplicity and ease.


Your best interests are our priority at all times, and you will receive frequent, proactive contact and tailored, attentive service.



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