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Geoff Neal

Address

2194 Lakeshore Blvd West
Toronto, ON M8V1A2

Languages

    English

My Background

Our philosophy is to build strong relationships and help clients meet their lifestyle and financial goals. We follow a proven process that begins with establishing realistic objectives and implementing strategies to best achieve them. Successful investing includes all facets of financial management and we use our team to deliver a total solution for everything from education to estate planning. Using a disciplined approach, we can help grow and preserve your capital to meet financial objectives.

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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.