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 significant financial complexity and multiple professional 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 successful individuals, current and former business owners, and their affluent families. Our practice is intentionally selective, and we accept new clients by referral only, ensuring every relationship receives the depth of attention and service it deserves. While our office is located in Waterloo, we advise clients across Canada and around the world.
Our elite team brings proven expertise, experience, and a nuanced approach to meeting your unique needs with distinction, simplicity, and ease.
Your best interests are our priority at all times, and you will receive frequent, proactive contact along with tailored, attentive service.