Investing

Objective investment advice, strategies and research

 

We design and manage bespoke investment strategies – supported by  extensive research and  detailed investment and performance reporting.

TALK TO AN ADVISOR

We specialize in

Independent Investment Advice

Experienced and objective advice built on over 200 years of experience managing wealth for families and individuals.

Bespoke Investment Strategies

Designing and managing bespoke strategies based on risk tolerance, tax considerations and other factors.

Cross-platform Collaboration

Collaboration with other BMO Family Office teams to deliver a differentiated investment platform.

Industry-leading Research

Decades of  experience in researching traditional and alternative investment strategies, with  detailed performance reporting.

Meet our team

Our dedicated  professionals help you achieve what matters most to you. Learn more about them and get in touch with an advisor today.

Michael

Michael Miranda, CFA®

Managing Director
View Profile
Michael

Michael Finan, CFA®

Managing Director
View Profile
Tina D.

Tina D. Milligan

Managing Director
View Profile
James M.

James M. Minich

Managing Director
View Profile
Amy

Amy Griman

Chief Trust Officer
View Profile
Michael

Michael Miranda, CFA®

Managing Director

View Profile
Michael

Michael Finan, CFA®

Managing Director

View Profile
Tina D.

Tina D. Milligan

Managing Director

View Profile
James M.

James M. Minich

Managing Director

View Profile
Amy

Amy Griman

Chief Trust Officer

View Profile