Skip navigation
skip link

Jeremy Hall


16 William Street S.
Lindsay, ON K9V4S3



My Background

Our mandate is to establish a standard of service excellence to our clients. Transparency, integrity and professionalism are demonstrated in all aspects of wealth management by taking a comprehensive approach to investment planning, wealth advisory, and retirement planning.

Our team with over 50 years combined experience, brings a deliberate  and structured process to financial planning and wealth management;  while drawing  on the strengths of both internal and external partners to provide timely and effective strategies.

Trusted by our diverse client base, the true measure of our success is their ongoing loyalty.

Get directions

Please enter an address.
Google Map
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.