Paul Lytle

Private Banker

Tel: 780-945-2654

Address

BMO Private Wealth
10175 101 St NW
20th Floor
Edmonton, AB
T5J 0H3
Map

BMO Private Wealth
10180 101 Street, 8th floor
Manulife Place
Edmonton , AB
T5J 3S4

Contact Me

Our Approach

Our Approach

 

Our approach is different. Because our clients are different.

What is most important to you? Our team will tailor a solution specifically for you, to maximize opportunities and mitigate potential challenges down the road. We apply disciplined, holistic, transparent and independent guidance, maintaining open and regular collaborative lines of communication, listening to you, and keeping you informed.
 
Our team is here to understand your life priorities and deliver on our commitment to:
 
  Assess your financial goals and level of risk tolerance

 Develop a strategic and effective in-depth plan based on your current financial picture

 Put your customized investment plan into action

  Monitoring its progress over both the short and long term, with a responsibility to keep you informed 

   Meet at your desired frequency to review your portfolio, re-evaluate and re-balance where necessary