Investing

Objective investment advice, strategies and research

 

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

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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.