As an Investment Counsellor and Portfolio Manager, my philosophy is to preserve and grow the wealth you have accumulated, not get rich a second time.
Our Customized Client Portfolios are:
Composed of BPIC funds and separately managed account models which enable us to personalize your holdings and align the portfolio with your values.
Managed by the BMO Global Asset Management team and leading money managers.
Built from high quality equity research, strategy and quantitative analysis with an institutional focus.
We have access to:
BPIC’s robust investment platform.
Strategists throughout BMO and externally.
Continuous forecasts on the global economy and financial markets supported by our Chief Investment Strategist and Managing Director.
A Discretionary Investment Account:
Frees you from the stress and time commitment of making investment decisions.
Allows you to benefit from timely opportunities in the market
Charges you one single, asset-based fee; we both benefit when your assets grow.