At BMO Private Investment Counsel Inc., we offer professional investment management and advice to retirees, professionals, business owners, executives, and their families, simplifying their wealth management needs.
We spend time getting an in-depth understanding about what a wealthy life means to you – your priorities on family, work, lifestyle and money. Then with my passionate and experienced team of wealth management, tax and estate planning professionals create a customized plan.
This approach saves you time and worry when making important decisions. You know your financial affairs are in order and remain on track to reach your goals throughout your life – the ultimate benchmark of success.