Collaboration and Integration are the key to our approach


We 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. We spend time obtaining an in-depth understanding of what a wealthy life means to every client – their priorities on family, work, lifestyle and money. With a passionate, diverse team of wealth management professionals, we create a customized and flexible wealth management plan that we adjust regularly according to external conditions and personal transitions. 

This approach saves clients time and worry when making important decisions. Our clients know that their financial affairs are in order and remain on track to reach their goals throughout their lives – our 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 and manages over $30 billion in assets. 
We offer discretionary investment management services, and our institutionalized decision making process ensures that you receive the highest standard of professional expertise, and keep your investment decisions aligned with your goals.

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