Customized wealth management solutions backed by a world-class team
As an Investment Counsellor at BMO Private Wealth, I take on the role of my clients' personal CFO by helping business owners, professionals and retirees to grow, protect, optimize and - most importantly - enjoy their hard-earned wealth.
We believe that one of the most consequential financial decisions you will make is the wealth management team you select. As a client, you will benefit from our team-based approach and our proven and successful wealth planning process.
We begin by gaining an in-depth understanding about what a wealthy life means to you, including your priorities related to family, work, lifestyle and money. Then, with a talented and experienced team of professionals, we create a customized and flexible plan that can adapt to external conditions and personal transitions.
As my client, you will benefit from having me as your dedicated Investment Counsellor, backed by our award-winning investment platform. We offer discretionary investment management services, and our institutionalized decision making process ensures you get the highest standard of professional expertise, and keep your investment decisions aligned with your goals.