Welcome to BMO Private Investment Counsel (BPIC), where we provide customized wealth management solutions to help you achieve your financial goals. As your investment counsellor & portfolio manager, I work with you to develop a comprehensive investment strategy that is tailored to your unique needs and objectives.
Your Vision, Our Expertise
At BPIC, we understand the drivers for wanting to preserve and grow your wealth. Whether you're looking to protect your assets, increase your returns, or minimize your tax liabilities, we can help you create a thoughtful, strategic approach that meets your needs.
Our wealth management services are built on a deep understanding of your unique circumstances and aspirations. By defining your objectives clearly, we can help you make informed decisions and stay on track.
Putting People First
As your investment counsellor, my priority is to assess your needs, identify suitable investment opportunities, and collaborate with our team of specialists to help you achieve your goals. By leveraging our entrepreneurial approach, we are able to assemble the required expertise and provide optimal solutions precisely when you need them
A Comprehensive View of Your Wealth
Our wealth management services are built on a holistic understanding of your financial situation. We take a comprehensive approach that helps you save time, reduce stress, and make more informed decisions. With the peace of mind that comes from knowing your financial affairs are in order, you can focus on what matters most to you.
Personalized Investment Strategy
As a client of BMO Private Investment Counsel, you'll have access to our award-winning investment platform, as well as my services as your dedicated investment counsellor and portfolio manager. Our discretionary investment management services and institutional decision-making process ensure you receive the highest level of professional expertise and that your investments align with your goals.
BMO Private Investment Counsel is one of Canada's oldest and largest investment counseling firms, managing over $40 billion in assets. Our experience and expertise mean you can trust us to provide the guidance and support you need to achieve your financial goals.
Get in Touch
Contact us today to learn more about our wealth management services and how we can help you achieve your financial goals.