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Kate Murdoch

Address

15252 Yonge St
Aurora, ON L4G 1N4

Languages

    English

My Background

As a team we take a boutique approach to supporting successful individuals, families and businesses in every aspect of their financial affairs. We focus on providing personalized comprehensive wealth management through a clearly defined process beginning with listening – understanding you and what matters most to you. Together we create a transparent wealth strategy, including key milestones like tax, retirement and estate planning, helping you reach your goals and focus on what matters most.

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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.