My comprehensive, holistic wealth management offering includes:

  • Discretionary portfolio management
  • Wealth planning
  • Tax optimization
  • Retirement planning
    • Income-generating portfolio
    • Cash-flow management
  • Insurance strategies
  • Tax-conscious estate planning
  • Trust services
  • Private and Commercial Banking
  • Cross-border banking and borrowing
  • Business advisory and succession planning

My commitment to you:

  • Investment strategies and wealth plans that align with your unique goals and place your interests first.
  • Investment decisions guided by objectivity, discipline, and fiduciary care.
  • A broad range of investment solutions across traditional, and alternative asset classes, and geographies.
  • Collaboration with partners across BMO Private Wealth to deliver tax, estate, insurance, business, trust, and philanthropic planning, and private and commercial banking.
  • A complete suite of tailored solutions quarterbacked to help you build, preserve, and transition wealth aligned with your goals and vision.
  • An intelligent and client-focused approach and timely response to your needs.
  • Financial navigation for your family throughout life transitions.

Your investment management team:

Your Investment Counsellor provides informed insight and exceptional personal attention to help you achieve your individual investment objectives. Backing your Investment Counsellor in both crafting your portfolio and managing it over time is a team of investment professionals.

  • Asset Allocation: Our Chief Investment Strategist uses a rigorous process for strategic and tactical asset allocation that is informed by many sources, combining the best of BMO Financial Group’s global asset management, capital markets and economics expertise with independent and objective research.
  • Manager Selection: Our Investment Manager Research team convenes to make the final selection of an investment manager through a committee approval process.
  • Manager Oversight: Investment managers are regularly monitored to ensure they continue to meet the team’s high standards and requirements.