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Ballard Mudge Financial Group

  • Home
  • About us
    • Michael C. Ballard
    • David Mudge
    • Liliana Bello
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Address 1250, René-Lévesque West Blvd. Suite 3100 Montreal QC, H3B 4W8
Telephone Number (514) 846-2632
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In early 2018, We formed a partnership to combine our 40+ years of experience to better serve clients. Additionally, we each bring different strengths to our team. Whether it be portfolio design, day to day market activity, financial planning or preserving wealth for the next generation this team approach has served our clients well. With the added professionalism of our dedicated and long serving sales assistant, Lili Bello, we feel our team is well positioned to meet our clients diverse financial needs.

 

Who do we work with?

Describing our typical customer is easy. They and hopefully you are the most wonderful people to work with. We work with professionals, small and medium size business owners and families.  We try to engage both spouses and we encourage sharing financial knowledge with the next generation. We help young parents plan a child’s education, we help individuals or couples plan for retirement and we work with grand-parents to plan for the future generations. We do so by providing a clear path through the often confusing financial markets.

 

How do we do it?

Using a personalised financial plan for each client, we develop a road map that guides you through short, medium and long term financial goals. Using CIBC Wood Gundy, third party managers or our own uniquely designed portfolios, we tailor our approach to meet your investment objectives and risk tolerance level. With regular contact and personal review, we make adjustments to the plan and your portfolio as your circumstances or market conditions change. We do this with an all inclusive management fee.

 

Every element is designed to support your goals

An Integrated Approach for your wealth

Every element is designed to support your goals

Our integrated approach is built around four key pillars. It starts with understanding you, your goals and your values, which are supported by our customized services and expert guidance that keeps you moving forward. Together with our partners, we offer a range of specialized services:

  • Investment management
  • Private banking 
  • Wealth planning
  • Estate and trust
 

Why choose us?- Real value

Co-pilot, first mate, navigator. We think planning and executing your financial road map also requires professional guidance. Our education, professional training, experience and support of CIBC Wood Gundy position us to do just that. As Financial Advisors, we help you navigate the intricacies of the financial markets and guide you through the inevitable ups and downs.  We are also fun and easy to work with, at least that’s what our moms say.  They are also clients. 

 

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Contact us

Address

Ballard Mudge Financial Group Address
1250, René-Lévesque West Blvd.
Suite 3100
Montreal, QC H3B 4W8
Telephone number: (514) 846-2632
Toll-free: 1 (800) 361-2773
Fax: (514) 846-3545
 

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CIBC Private Wealth” consists of services provided by CIBC and certain of its subsidiaries through CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (“CAM”); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (“WMI”). CIBC Private Banking provides solutions from CIBC Investor Services Inc. (“ISI”), CAM and credit products. CIBC Private Wealth services are available to qualified individuals. Insurance services are only available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are only available through CIBC Wood Gundy Financial Services (Quebec) Inc.


CIBC Private Wealth services are available to qualified individuals. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license.