How I work with you
I will work closely with you to build a personalized wealth plan that reflects your ongoing needs and objectives.
This means spending time getting an in-depth understanding about what an affluent life means to you – your priorities on family, work, lifestyle and money. Then, with a passionate, experienced team of wealth management professionals, creating a customized, wealth plan that can adapt to external conditions and personal transitions.
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. 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 $30 billion in assets.
A Personalized Investment Strategy
We can create an investment strategy that fits your unique needs and goals within the level of risk that is acceptable to you.
Valuable Investment Advice
By accessing world-class asset managers, we can build a diversified portfolio that is customized to your needs and responds to risks and opportunities.
Our award-winning investment platform is proven to help you reach your investment objectives. Our Discretionary managed portfolios are guided by a framework of principles that embody our best thinking and strongest beliefs about how to help clients like you. This institutionalized decision-making approach to money management ensures we always apply top in class expertise to your portfolio.
A Focus on Achieving Your Goals
As your dedicated Investment Counsellor, I will ensure you are informed about your financial progress. We will adjust your strategy regularly to both 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 and principled action.