Senior Investment Counsellor & Portfolio Manager
BMO Private Wealth
525 8th Ave SW
Managing Your Wealth
The Advantages of Discretionary Investment Management
As a discretionary advisory team, we have a fiduciary responsibility to act in your best interests at all times. We are qualified to bring you several advantages:
- We take the responsibility for daily investment decisions off your shoulders based on your risk tolerance and objectives.
- We create a customized Investment Policy Statement (IPS) to define your objectives, risk tolerance and financial situation.
- Your investments are managed in a highly regulated, objective manner.
- You pay one transparent, convenient, asset-based fee that lets us focus on your portfolio’s success without worrying about the cost of trades.