- Every client is a blank canvas.
- We begin with an in-depth review of your unique personal or institutional needs, goals, parameters, preferences and circumstances prior to developing a comprehensive Wealth Plan and bespoke strategies to fully address your investment needs and wealth goals.
Astute planning to minimize tax
- We use every available and appropriate tool to help our clients pay less tax during their lives and when moving money between generations.
- In complex scenarios, we bring in our in-house BMO tax planning specialists to work closely with us to structure accounts in the most tax-efficient manner.
Pension-style investment approach
- We invest in a carefully curated selection of long-term, risk-managed, prudent, blue-chip securities. Our busy clients do not need to spend time and energy on the day-to-day minutiae of investment decisions.
- We partner closely with Richard Belley, CFA®, of the BMO Nesbitt Burns Portfolio Services Group in Toronto. He and his elite team of investment managers are part of the BMO Portfolio Advisory Team. They assist us to structure and manage fixed income and balanced portfolios for clients with a significant asset base.
Experience and integrity
We have more than 20 years in the financial industry and are committed to:
- Putting your needs and interests first,
- Utilizing industry-leading research,
- Balancing risk and return to meet your objectives,
- Scouring the market for different opportunities to improve returns, and
- Providing complete disclosure and transparency about our competitive, asset-based fees and any other related fees and costs.
Frequent contact and open communication
- We will listen carefully to you.
- Our team follows a very structured and consistent client contact process that ensures that we connect with our private and institutional clients and revisit their goals and needs multiple times each year.
Due diligence and precision
- Wealth management is very detailed and important work, and we apply extensive due diligence, care, precision and accuracy when administering accounts. Our discerning clientele deserve nothing less.
Accessibility and attentive service
- Our team approach means that everyone knows you and is familiar with your goals, priorities and risk profile.
- This means that there is always someone here who you trust to address your needs when your Investment Advisor is out of the office.