Our Value

A Diverse Group of Talented Professionals

Objective Analysis
Considered Advice
Proactive Service

We believe that our clients are the key to our success as Wealth Manager.


The Mountford Group was established in 1989, serving clients who value a relationship characterized by know-how and decisiveness and a team that takes an active interest in each client’s situation.


True believers in total wealth planning, the team relies on a foundation of investment expertise to uncover what matters most -combining innovation with a focus on service excellence.

The team takes pride in a one-on-one approach characterized by regular dialogue and candid rapport. With a reputation for treating each situation uniquely, The Mountford Group searches out new ideas to facilitate their clients’ lives and help keep plans for their financial future on track.

You’ll find yourself working with original thinkers – where a passion for doing the right thing runs deep and where a balance of creativity and attentiveness drives uniquely practical solutions.

About Our Team

A Diverse Group of Talented Professionals


Michael Mountford

Michael Mountford

Director, Wealth Management & Senior Wealth Advisor

With his entrepreneurial spirit and passion for doing what’s right, Michael brings leadership and energy to the helm of The Mountford Group.

(416) 866-7887 · Email Michael · Connect on LinkedIn

Read more…

Kim Kelly

Kim
Kelly

Investment
Associate

(416) 866-7886
Email Kim

Learn More

Christine Rochette

Christine
Rochette

Investment
Associate

(416) 945-4950
Email Christine

Learn More

Jessica Tong

Jessica
Tong

Administrative
Associate

(416) 863-7193
Email Jessica

Learn More

Josh Sturm

Josh
Sturm

Investment
Associate

(416) 945-4071
Email Josh

Learn More


How We Can Help

Our Investment Philosophy & Process


Supporting and guiding you every step of the way, our approach to wealth building is based on three carefully considered objectives:

Capital Preservation & Wealth Accumulation

Competitive Rates of Investment Return

Client Relationships Built to Last a Lifetime

Rigorous, robust and unwaveringly client­-focused, our wealth management process embraces and includes – but is not limited to – the following range of integrated services:

We call our comprehensive approach Total Financial Solutions.

All new accounts are reviewed on a monthly basis to ensure that the optimum investment strategy and asset allocation is in place. After that, we will determine the best review interval for you. More active trading strategies may continue with a monthly or bi­monthly update. All portfolios are reviewed, at a minimum, on a quarterly basis.

We generally specialize in clients with considerable resources – including individuals, families, executives, professionals, business owners, charitable organizations and foundations.

We welcome the opportunity to work with new clients whose wealth objectives are ones we embrace and can help them achieve.

Our fees are based on a modest percentage of client assets under administration. This ensures complete cost transparency and the total alignment between your interests and our own. When you succeed, we succeed.

Latest News

Keeping You Informed & Up-to-Date


At The Mountford Group we believe in the principle of informed client decision-­making. We encourage our clients to access information, insight and analysis to expand their level of financial and investment knowledge.

The links to the commentary on this page change frequently. Content covers issues of interest to the fully engaged investor, links to helpful published materials, plus reports and interpretations about other important influencers of the investment landscape.


Hydro One Update, August 2016

Hydro One Update

August 24, 2016

Michael Mountford and I sat down with the Michael Vels, the CFO of Hydro One as well as Omar Javed, the Director of Investor Relations also at Hydro One today (Aug 11, 2016) for a unique one on one meeting.  Below are some of the highlights from our meeting:

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Contact Us

How to Get in Touch With Our Team


Our aim–always–is to deliver a rapid response to your questions and instructions. Below is the direct contact information for The Mountford Group.

Scotia Plaza, 40 King Street West, Main Floor, Toronto, Ontario, M5H 1H1, Canada
(416) 866-7887 · 1 (800) 399-8520 · (416) 866-4555