Tailored Solutions for Your Financial Needs
As a top ranked investor in BMO Private Wealth Canada, Margaret thrives on servicing domestic and international high net worth families with complex financial requirements by providing customized wealth management solutions to achieve the financial goals and objectives of her clients.
With over 25 years of experience in the investment industry, Margaret is able to have an in-depth understanding of the High Net Worth market and specialized knowledge and expertise working in the market segment.
By partnering with other professionals, her approach in investment saves you time and worry when making important decisions. You know your financial affairs are in order and remain on track to reach your goals throughout your life – the 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.
As a client, you will benefit from having Margaret as a 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.
Contact Margaret Leong today to learn more.