Address1 First Canadian Place
Toronto, ON M5H 1H3
My BackgroundOur 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.
Get directionsPlease enter an address.
®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.