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Ted Clarkson


1 First Canadian Place
38th Floor
Toronto, ON M5H 1H3



My Background

Mission Statement:

To provide a long-term personalized strategy that will address the needs of your financial life. In part, the mission statement is executed by:

-Finding investment income and capital growth opportunities and solutions
-Developing a personalized plan
-Tax implications, be tax smart where we can

Our clients (and prospective clients) are people who want advice, listen and act on that advice, and recognize the value of the advice received. Their investible assets are a minimum of $250,000. They are at different stages in life from young professionals and business owners just starting out in their investment life (RRSP’s, TFSA’s, RESP’s) to well established, successful clients who have already accumulated significant wealth. Both have investing and financial planning needs that my team and I provide.

Serving clients since 1983

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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.