Derek King

Bmo Nesbitt Burns, Bmo Private Wealth @Bmo Private Wealth

CA

Trusted Advice, Exceptional ServiceWith over 50 years of combined experience, The King Group develops investment strategies that are based on the specific needs of our clients. We work with successful individuals, families and business owners that are either seeking to accumulate assets for retirement, generate a reliable source of income from their portfolio, or for those who desire to grow their estate to benefit future generations.Derek and Nicholas build individual portfolios that incorporate diversified investments including equities, fixed income securities, alternative assets and insurance solutions that are tailored for the specified time horizon and tolerance for risk of each client. We accomplish this by applying a comprehensive approach utilizing:A customized Wealth Management PlanTax and Estate Planning Personalized Retirement and Income PlanningBMO Private BankingSmall Business Cash Management SolutionsPersonal and Corporate Banking and LendingOur clients enjoy the highest level of client service from Laura Lee and Jackie that routinely exceeds client expectations.