Our team is qualified to perform discretionary investment counsel, which means that our clients entrust us to make their investment decisions following the parameters we set together and our fiduciary duty to act in their best interests. This frees you from stress and frees to focus on what you do best, while we are empowered to act quickly when opportunities or risks arise. We will create an Investment Policy Statement (IPS) – a customized document that details your goals, risk tolerance, time horizon, preferences and interests. Using these unique parameters as a roadmap, we will do all the day-to-day buying, selling, research and wealth planning for you. You pay one single, asset-based fee and our interests are aligned because you and our team both benefit when your asset base grows.
One of Canada’s oldest and largest investment counsel firms, BMO Private Investment Counsel is the investment arm of the BMO Private Banking group and manages over $30 billion in assets. By accessing world-class asset managers, we can build a diversified portfolio that anticipates your needs and responds to risks and opportunities. Our award-winning investment platform is proven to help you reach your investment objectives. Our discretionary managed portfolios are guided by a framework of principles that embody our best thinking and strongest beliefs about how to help clients like you. This institutionalized decision-making approach to money management ensures we always apply top in class expertise to your portfolio. 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.