Our team represents a creative and caring group of professionals. We support you with our coordinated efforts and confident execution. Our commitment to helping you achieve your goals is evident in everything we do. We work to challenge successful families to take the crucial actions to drive exceptional outcomes today and through times of transition.
We offer differentiated value to clients along three key premises:
Our business focuses exclusively on a unique client segment: high-net-worth families.
Our culture attracts the best people.
How we work together sets us apart.
As an Investment Counsellor at BMO Private Investment Counsel Inc., we spend time getting an in-depth understanding of your priorities on family, work, lifestyle and money. Then, with a passionate, experienced team of wealth management professionals, we create a customized investment plan that can adapt to external conditions and personal transitions.
