Welcome!

 

As an Investment Counsellor and Portfolio Manager, I offer institutional-style discretionary investment management services. Backed by our award-winning investment platform, our decision-making process ensures you get the highest standard of professional expertise while keeping the strategy aligned with your goals.

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 $50 billion in assets.

 

We deliver full-circle wealth management for families who require an extra measure of sophistication and service.

 

Wealthy families lead busy lives that often involve many financial complexities and partners. We bring your family and business the sophisticated, fully integrated, personal financial attention of a Family Office – backed by the stability and resources of BMO Private Wealth.

With our highly personalized, bespoke approach, we advise medical specialists, family physicians, current and former business owners, and their affluent families. While our office is located in downtown Toronto, we advise clients across Canada and around the world.

Our elite team has the proven skills, experience and nuanced approach to meet your unique needs with distinction, simplicity and ease.

Your best interests are our priority at all times, and you will receive frequent, proactive contact and tailored, attentive service.

 

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An Industry Leader      

At BMO Private Wealth, you are surrounded by a team of experts that understands your needs and can help you prepare for opportunities and safeguard against risks before they arise. This intuitive, proactive approach to wealth management is at the heart of our award-winning service.