Collaborating with BMO Specialists

Working with a passionate, experienced team of BMO Private Wealth specialists, I will create your customized and complete Wealth Plan, which includes your retirement and estate plans.
 
After working to truly understand your short- and long-term goals, I will advise you regarding tax considerations, create trusts if required, and help you plan and protect your estate and legacy. My broad network of specialists at BMO Private Wealth brings you tremendous financial bench strength:

 

  • Will reviewers

  • Private Banking professionals

  • Tax planners

  • Business and Commercial Bankers

  • Asset managers

  • Investment bankers

  • Trust and estate planners

  • Risk management experts

  • Insurance specialists

  • Business succession specialists

  • Credit consultants

  • Strategic philanthropy consultants

 


Staying relevant and updated

I will constantly adjust your plan and banking services to external conditions and life transitions to ensure your goals are proactively, strategically managed. This saves you time and worry when making important decisions. You know your financial affairs are in order and will remain on track to reach your goals throughout your life – the ultimate benchmark of success.
 
Guiding you through major life transitions. With the specialized assistance of my BMO Private Wealth partners, I can add significant value when helping you and your loved ones to prepare for major milestones or manage periods of transition; for example, when you:

 

  • Get married or divorced

  • Buy or sell a practice or business

  • Inherit money or win a lottery

  • Change your career

  • Start a family

  • Plan for and enter your retirement years

  • Buy or renovate your home or vacation property

  • Have an accident or are diagnosed with a major illness

  • Decide to fund an education

  • Wish to make a major charitable contribution