Director and Senior Investment Counsellor
BMO Private Wealth
525 8th Ave SW
Managing Your Wealth
- We 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, we create a customized, investment plan that can adapt to external conditions and personal transitions.
- Next, we create an asset allocation strategy, investment portfolio and Wealth Plan, tailored to your needs.
- We will regularly monitor your portfolio and Wealth Plan and make adjustments as needed when changes occur in your life or the markets. This approach saves you time and worry – you know your financial affairs are in order and remain on track to reach your goals throughout your life.
- Ongoing collaboration with a network of BMO specialists provides full-circle, integrated planning and solutions for multiple financial matters.
- You will receive monthly statements and we will schedule regular meetings to report your progress against your benchmark goals and to discuss capital market events and request for proposal bids.