CMC Wealth Group provides a higher level of service and broader scope of expertise.

 

We firmly believe that wealth is a family matter. To attain your family’s objectives it is important to know where you are today, where you want to be, how you are going to get there and what you are prepared to do to make sure you reach your goals.
 
Our approach embraces all aspects of what is important to you and your family. By capturing a clear in-depth understanding of your entire financial situation, we are able to design a wealth plan that addresses your unique needs.
 
A wealth plan guides us in developing a customized proposal that is right for you and your family to ensure that it is consistent with your financial goals, risk tolerance, investment objective and time horizon. We then implement your agreed upon investment plan, monitoring its progress and reviewing with you regularly to re-evaluate and re-balance when necessary.

 

We are able to assist our clients with a wide variety of services such as:

 

 

  • Portfolio Management

  • Wealth Management 

  • Retirement Planning

  • Business  Planning

  • Charitable Giving Programs

  • Banking and Lending Solutions

  • Estate and Insurance Planning

  • Succession Planning

 

 

With our extensive network of specialists, both within BMO and externally, we are equipped to cater to the intricate needs of our clients, ensuring comprehensive and detailed holistic planning services.

Contact Us

 

BMO Private Wealth is a brand name for a business group consisting of: Bank of Montreal, BMO Nesbitt Burns, BMO Private Investment Counsel Inc. and BMO Trust Company. Not all products and services are offered by all legal entities within BMO Private Wealth.  Further details.