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Allison Pepler

Address

525 8 Ave SW
Suite 1000
Calgary, AB T2P 1G1

Languages

    English

My Background

Over the last 18 years I have developed a strict focus on asset allocation, diversification and balance as a means to reduce overall portfolio risk.  My clients are busy professionals and entrepreneurs who recognize the need for professional management of their investment portfolios.  The goal is to achieve steady positive returns over the long term and limit downside during inevitable market declines. I believe a consistent, balanced strategy is the best strategy and my clients trust in that.

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BMO Private Wealth is a brand name for a business group consisting of Bank of Montreal and certain of its affiliates in providing private wealth management products and services. Not all products and services are offered by all legal entities within BMO Private Wealth. Banking services are offered through Bank of Montreal. Investment management, wealth planning, tax planning, and philanthropy planning services are offered through BMO Nesbitt Burns Inc. and BMO Private Investment Counsel Inc. Estate, trust, and custodial services are offered through BMO Trust Company. BMO Private Wealth legal entities do not offer tax advice. BMO Trust Company and BMO Bank of Montreal are Members of CDIC.

®Registered trademark of Bank of Montreal, used under license.

Bank of Montreal, BMO Private Investment Counsel Inc. and BMO Trust Company are not Members of the Canadian Investor Protection Fund.