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Michael Dorfman

Address

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

Languages

    English

My Background

Our speciality is providing our high net worth clients with a boutique service experience. We provide comprehensive solutions for affluent individuals, families and companies in the areas of portfolio management and financial planning. As members of one of Canada's leading full service investment firms, we are able to meet the needs of the most sophisticated investor. Each of our client's portfolio is uniquely structured and presented in a format that clearly outlines their objectives, goals, expectations and responsibilities. Our long-time clients appreciate our integrity, our ability to deal with their concerns, and the depth of our understanding of the various aspects of financial markets.

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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.