RIA: Certified Terri Szego, Doug Jones and Richard Lawrence provide comprehensive, personalized wealth planning to high net worth families and are dedicated to helping them define and achieve their financial goals.
We have over 100 years of combined experience advising clients on their financial affairs and have seen great complexity. Our team has been able to succeed as trusted advisors to our clients by providing conservative wealth management and by leveraging the expertise of partners, both within BMO and outside the firm.
Together with Ann McCarron, Mario Glavas and Glen Breglia, we are committed to a high level of client service. This team approach enables the sharing of historical knowledge of the market, the foresight to implement new ideas and the continuity of a stable relationship that spans through generations.
Services Offered in RI
- Financial planning
- Will & Estate planning
- Insurance & risk planning
- Investment management
Minimum Account Size
$500,000+
Investor Type Dealt With
Individual
Type of License
IIROC
Provinces Licensed In
- Alberta
- British Columbia
- Manitoba
- New Brunswick
- Nova Scotia
- Ontario
- Prince Edward Island
- Quebec
- Saskatchewan