AGP Wealth Management - Philanthropy

Create a Legacy That Reflects Your Values

Make a meaningful difference while safeguarding your wealth for future generations. At BMO Private Wealth, we help you design a strategic, tax-efficient philanthropic plan that aligns with your values and maximizes your impact on the causes you care about most.

How We Can Help:

Develop a sustainable approach to philanthropy that balances generosity with financial and tax benefits

Craft a values-based mission statement to guide your giving strategy

Identify the right charities and projects to ensure your contributions create measurable impact

Facilitate family conversations to align personal wealth and philanthropic goals across generations

Start the conversation today. We’re here to help you turn your vision into action and create a legacy that truly matters. Connect with a BMO Private Wealth professional to explore how we can make it happen together.

Connect With AGP Wealth Management