Highly principled and people oriented, The Chapman Wealth Management Team has always focused on addressing client needs with integrity and keeping their best interests at heart.
With more than two decades of investment industry experience, Tyler, Bailey & Aimanda have advised leading Canadian institutions, including wealth managers, pension funds, foundations, endowments, and affluent families on improving investment outcomes. They bring rigour and discipline to portfolio management, focusing on risk mitigation and long-term success.
As Investment Counsellors & Portfolio Managers with BMO Private Investment Counsel, the team works closely with high-net worth families, business owners, professionals, and not-for-profits to customize portfolios and deliver a sophisticated and elegant wealth management solution.
Chapman Wealth Management will get deeply familiar with your needs and your family through personal conversations to fully understand both your financial and non-financial ambitions. With a consultative approach, they will assess your goals and risks to build a comprehensive, multigenerational wealth plan. Collaborating with best-in-class partners and wealth specialists across BMO, the team will ensure all your financial needs are covered, from estate planning to trust solutions, banking and borrowing services, succession planning, tax planning, philanthropic services, and more.
Known for their resourcefulness, considerate nature, problem-solving skills and sense of humour, Tyler, Bailey & Aimanda are driven to find the best solutions for you and to help you feel confident about your wealth.
We look forward to working with you!