As an Investment Counsellor at BMO Private Investment Counsel Inc., I offer professional investment management expertise and advice to help retirees, professionals, business owners and executives, and their families to enjoy and simplify their wealth management needs.
I 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 a passionate, experienced team of wealth management professionals, I create a customized, investment 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. As my client, you will benefit from having me as a dedicated Investment Counsellor, backed by our award-winning investment platform. We offer discretionary investment management services, and our institutionalized decision making process ensures you get the highest standard of professional expertise, and keep your investment decisions aligned with your goals.
By accessing world-class asset managers, we can build a diversified portfolio that anticipates 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.
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, principled action, and we integrate your portfolio with every aspect of your Wealth Plan.