Senior Investment Counsellor & Portfolio Manager
BMO Private Wealth
525 8th Ave SW
How We Work With You
A personalized investment strategy: We can create an investment strategy that fits your unique needs and goals and set expectations about the level of risk that is acceptable to you.
Valuable investment advice: By accessing world-class asset managers, we can build a diversified portfolio that anticipates your needs and responds to risks and opportunities. BMO Private Investment Counsel Inc.’s award-winning investment platform is proven to help you reach your investment objectives.
A focus on achieving your goals: We will ensure you are informed about your financial progress and 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.