Managing your wealth is not simply a financial exercise. An appreciation of your unique needs and an in-depth understanding of your goals, dreams and values, and how they affect your family is required. We understand that the most effective wealth plan starts long before we look at numbers – it starts with a conversation about you.
We firmly believe that wealth is a family affair. To attain your family’s goals it is important to know where you are today, where you want to go, how you are going to get there and what you are prepared to do to make sure you reach your goals. The wealth planning approach encompasses all aspects of what is important to you and your family, for example, protecting your current and future lifestyle, creating the legacy you envision, taking a strategic approach to planned giving and maximizing tax efficiency in all areas of your estate. By contrast, a less structured approach to planning may accidentally overlook one of these crucial areas, leaving the outcome to chance.
BMO Wealth Management has assembled a team of industry experts and designated specialists with whom we are able to partner with to bring you a customized strategy tailored specifically to your family’s wealth management needs. We have the ability to bring together an extended team of experts in the fields of tax, trust and estates, insurance, business succession, and philanthropy to gain an overall perspective on your wealth management needs. We will work closely with you to tailor a comprehensive plan that incorporates your wealth and life goals, interests and aspirations. By taking a team approach, we can bring a wealth of knowledge and experience to you so the advice provided allows you to make better decisions, and to take actions that will have both short and long term benefits for you and your family. As your needs evolve, we will continue to identify opportunities, review your plan regularly and recommend solutions to enable you to remain on track to help you reach your goals. We’re here to help. Please reach out to Diana Gnyra to learn more about our financial planning services.