Wealth Planning

Complete, integrated wealth planning


We will create a WealthPlan that reflects who you are and what is important to you and allows you to achieve your lifelong goals. We collaborate with specialists across BMO Financial Group to bring you complete wealth leadership, integrated in context of your overall goals.
If you own multiple companies, properties, insurance policies and international assets, we have the sophistication to help you structure your assets and liabilities, minimize tax, and efficiently transfer your wealth to your heirs according to your wishes.
Our integrated planning services include:

  • Discussing and establishing your overall goals, objectives and possible constraints,

  • Tax planning,

  • Trust and estate planning,

  • Business succession planning and structuring,

  • Retirement planning,

  • Insurance solutions,

  • Private banking,

  • Business banking,

  • Philanthropic strategies,

  • Education planning,

  • Financing and borrowing options, and

  • Development and ongoing maintenance of your wealth plans.