As my client, you will benefit from having me as a dedicated Investment Counsellor, backed by our award-winning investment platform. 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 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. Our award-winning investment platform is designed to help you confidently achieve your financial goals. Our discretionary managed portfolios are built on disciplined frameworks that reflects our most trusted principles and highest conviction ideas. This institutionalized approach ensures your portfolio benefits from consistent, top-tier expertise at every stage of the investment process.
As your dedicated Investment Counsellor, I will ensure you are constantly informed about your financial progress. We will work with you to adjust your strategy regularly to both changing external conditions and transitions in your personal life, to ensure we remain on track to reach your goals.
Our ultimate benchmark is your financial success – everything we do is driven by your needs and goals. We pursue this aim through consistent, client-driven, principled action, and we integrate your portfolio with every aspect of your Wealth Plan. We understand that you want to save time, benefit from solid advice and enjoy life without worrying about the everyday hassles of your financial affairs. By bringing the best people together, we make this a reality.