OUR VISION
To be the wealth management services provider that defines great client experience. Our priority is to help you achieve your financial goals. Your success is our success.
Our strategy is to constantly evolve with changes to help deliver on your wealth management needs, both now and in the future. To achieve this, our advisors work hard to truly understand your needs and recommend the best solutions. We can then provide you with wealth solutions that holistically consider various aspects of your financial situation, personal and family objectives and life stage.
Using this approach, we serve a broad spectrum of clients, including
ultra-high-net-worth and institutional clients. We operate in Canada, the United States and select global markets including Asia and Europe.
OUR INVESTMENT PHILOSOPHY AND PROCESS
Working collaboratively we strive to:
- Simplify the complicated financial affairs that come with wealth.
- Guide and advise you about how to respond to changes in your life and the world around you.
- Provide research-driven advice to help solve your most complex financial challenges.
OUR STRENGTHS
- An advice-based approach focused on developing a robust plan that considers investments, insurance, specialized wealth management and core banking solutions.
- Highly skilled wealth professionals, who are committed to providing an exceptional client experience.
- Strong national presence in Canada, as well as strategic positioning in select high-growth U.S. and emerging wealth and asset management markets.
*2013 Online Brokerage Report; Based on scores directionally higher vs.TD Direct Investing, RBC Direct Investing, CIBC Investor's Edge, Scotia iTRADE. **BMO Nesbitt Burns received the highest net promoter score (tied with Scotia McLeod) for its advisors. The net promoter score is based on the difference between the percentage who say they would definitely recommend their advisor and the percentage who say they might or would not. †For the seventh consecutive year, BMO Investment Centre has been recognized for exceptional customer service by winning the Dalbar Mutual Funds Service Award.
CONTACT US
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