Multigenerational planning.

We involve the whole family in the wealth management process to help everyone both financially and personally. When sons and daughters join the conversation, everyone is informed and engaged as a household. While everyone has their own goals and their own portfolio, all family members share access to our strategies, expertise and fees and we promote good communication and transparency among family members. 

Collaborating with BMO specialists.

Working with a passionate, experienced team of BMO Private Wealth specialists, we will create your customized and complete Wealth Plan. After working to truly understand your short- and long-run goals, together we will advise you regarding tax considerations, create trusts if required, and help you plan and protect your estate and legacy. Our broad network of BMO Private Wealth subject matter experts brings you tremendous financial bench strength:


  • Will reviewers
  • Tax planners
  • Asset managers
  • Trust and estate planners
  • Insurance specialists
  • Credit consultants
  • Platinum Banking professionals
  • Business and Commercial Bankers
  • Investment bankers
  • Risk management experts
  • Business succession specialists
  • Strategic philanthropy consultants


Staying relevant and updated.

Our team 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 our BMO Private Wealth partners, we 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
  • Inherit money or win a lottery
  • Start a family
  • Buy or renovate your home or vacation property
  • Decide to fund an education
  • Buy or sell a practice or business
  • Change your career
  • Plan for and enter your retirement years
  • Have an accident or are diagnosed with a major illness
  • Wish to make a major charitable contribution

Practice or business succession advisory services.

After building a practice or company for many years, stepping away can be psychologically difficult for professionals who have long been driven and defined by their work. We can help you retire successfully by providing support and coaching you through the major transition both financially and emotionally.