Since 1990, our team has delivered disciplined investment portfolios and comprehensive wealth planning services to discerning, affluent investors in Newmarket, Aurora, York Region, Ontario and across the world.
With fresh thinking and the latest industry tools and solutions, we will design a resilient and customized portfolio and coordinate a client-focused team of BMO Private Wealth specialists to protect and grow your family’s net worth.
We will also help you manage your potential risks, plan for steady retirement income and a tax-efficient estate, minimize tax, use insurance solutions effectively, plan the tax-conscious transfer of your wealth and business, use family trusts strategically, and choose the best philanthropic options.
We will recruit and manage all the players of your customized team, including your own accountant and lawyer – there is no pressure to use BMO professionals.
Who we Help
We advise business owners, C-suite corporate executives, professionals, retirees and affluent families – busy people who recognize the value of entrusting dedicated professionals to manage and coordinate all their financial details and help them achieve their goals.
We’re here to help everyone who needs us, but we specialize in advising mature investors:
We can add the most value once people have built some net worth, are starting to think about retiring, appreciate the value of tax planning and cash flow management, and face challenging and conflicting financial decisions.
Many of our clients are in the “sandwich generation:” they want to educate their children and care for elderly parents while planning to ensure a decent income stream for themselves in retirement.
Most of our clients also have business matters to consider as well – they own, operate or run companies in Canada and internationally and appreciate our ability to manage both their personal and corporate wealth advisory, banking and borrowing needs.