Our proven, evolving process

Whether you are a conservative or a growth-oriented investor, and whether you are at the pre-retirement or post-retirement stage, we will design a prudent investment plan that best suits your needs. At BMO Private Wealth, we have the ability to build a portfolio that is customized to suit your needs no matter how complex and sophisticated they may be.
 

  1. MEET and DISCOVER. We will meet with you to gather your information – your goals, priorities, fears, dreams, wealth structure, time horizon, risk tolerance, and family. We will identify where you stand and where you want to be, help you identify the steps to get there, address any immediate concerns, and prepare for potential challenges down the road.
     

  2. PLAN. We will design a plan in line with your objectives, risk tolerance, preferences and priorities following an unbiased strategy. The most important part of our role is coordinating a team of professionals to help you reach your financial goals so you can focus on what matters the most – you and your family.
     

  3. MONITOR and REVIEW. After the plan has been implemented, we will meet with you regularly to review any changes in your life or the markets and ensure that you are on target to meet your goals.
     

  4. ADJUST AS NECESSARY. If any changes are required, we will provide recommendations to maintain your overall objectives and risk tolerance levels.
     

  5. EVOLVE THE PLAN AS YOUR LIFE CHANGES. We will stay in touch to remain informed of any important shifts in your priorities or goals. As you become empty nesters, we will help you pay down your mortgage and guide you through the transition into retirement with increasingly prudent, income-generating investments.
     

  6. PROVIDE ONGOING GUIDANCE and ADVICE. Going beyond your portfolio and Wealth Plan, we are here to help with whatever financial decisions you’re facing.

Who We Service

Individuals & Families

Whether you need assistance with individual components of a financial plan or a comprehensive wealth management strategy, we can help you make informed decisions related to you and your family’s wealth. Through our services, we can simplify complexities and develop strategies to help you meet your goals.
 

Women: Get connected to – and confident about – your wealth

If you’re like most women today, you want to be proactively involved in managing your wealth and well-equiped and informed about the options available to you and your family.

I believe I share a deep passion for ensuring women receive excellent and personalized advice. I can help you to get your finances sorted and plan intelligently and strategically to protect and grow your wealth with confidence and comfort. With the right team of advisors and financial partners by your side, you can enjoy the experience of preserving and enhancing your wealth.
 

Professionals & Executives

We understand the unique needs business professionals face, from concentrated stock positions, stock options and controlled stock to special borrowing needs. We work with professionals and executives to simplify the complexities that can come with wealth and help build a comprehensive wealth management strategy through our services.
 

Business Owners & Entrepreneurs

As a business owner, life can get complex when personal wealth and managing your business are closely intertwined. Through our services, we can help reduce the complexity, allowing you to focus on growing your business. We can also provide guidance on business succession planning when you are ready to move on to the next chapter in your life.
 

Corporations & Institutions

To keep pace with the financial choices and challenges that you encounter each day, we offer client-driven solutions and global capabilities. We provide investment management, retirement plan administration, and trust and custody services for corporations and institutions.