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.
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.
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.
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.
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.
By providing meaningful solutions and applying a lot of hard work, we have earned the trust and respect of discerning First Nations groups and our valued relationships have grown organically and significantly.
Today, we work with several Treaty X Chiefs and Council Members. We enjoy meeting with them in their communities, getting to know them intimately and addressing their needs with our specialized approach. We learn from our clients every day and recognize that we always have more to learn.
With respect for Indigenous communities’ trust fund structures, astute business practices and exponential success and growth, we provide solutions to their unique needs, such as:
We can also offer Indigenous individuals and families integrated wealth management services across our network of BMO Private Wealth specialists, Private Bankers, and Commercial Bankers:
In short, we can manage personal and corporate assets in addition to financing your infrastructure all under one roof.