Bespoke, integrated services to help you manage significant wealth
I provide investment counselling services to affluent clients across the Prairies, helping them to preserve and grow their wealth with integrated and tailored solutions. My mission is to generate returns over the long term, minimize and control risk through the strategic use of asset classes and prudent diversification, and plan wisely.
Whether you want to accumulate ample savings, boost your spending capacity, fund an education, give to charity, plan your retirement, create your legacy, or prepare for every milestone (or curve ball) life might throw at you, I’m here to help you navigate your desired wealth path with confidence.
A family office approach
Wealthy families lead busy lives that can involve many financial complexities and partners. I can bring your family and business the sophisticated, fully integrated, financial attention of a bespoke investment boutique – backed by the strength, stability and resources of BMO Financial Group. Drawing from my network of BMO Private Wealth partners, an elite team of professionals with proven skills, deep experience and a nuanced approach, I can meet your unique needs, preferences and wealth style with distinction, simplicity and ease.
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