Bespoke solutions for your evolving needs

Our comprehensive solutions are tailored to your evolving needs, providing you with peace of mind to help you confidently navigate through your wealth complexities.

 

Wealth Planning

 

Wealth Planning Strategies

A wealth plan helps you understand where you are and where you want to be. We create a plan to help get you there.
 

Tax Planning

Tax minimization is a key strategy to manage your wealth. A BMO Private Wealth professional will work with your current tax team to help you effectively manage your assets.
 

Business Owner Advisory Services

Explore unique possibilities with our seasoned professionals who design innovative and practical solutions to help you seize opportunities, tackle challenges and propel your business forward. 

Business Succession Planning

Prepare your business for a successful transition with our team of highly skilled succession professionals. Our team can craft versatile solutions for inter-related personal and business wealth strategies toward safeguarding your legacy. 
 

Retirement Planning

Retirement has changed and, when you're ready, we'll help you prepare your unique plan as you move towards a new stage.
 

Legacy Planning

Manage your philanthropic endeavours through education, advisory, and administration services to create the right framework to enable you to have a lasting impact across generations.

 

Private Banking
 

Private Banking

A BMO Private Wealth professional will help you with banking and borrowing solutions for your personal and business needs.
 

U.S. Cross-Border Solutions

If you spend a significant amount of time in the U.S., we can help you manage your financial needs on both sides of the border.

Investment Management
 

Investment Management and Advice

Grow and preserve your wealth with expert advice and solutions that are tailored to align with your unique investment goals.
 

BMO Nesbitt Burns

Leverage expertly crafted, personalized wealth management strategies from one of North America's leading investment firms.
 

BMO Private Investment Counsel

Benefit from expertise, guidance, oversight and fully discretionary investment solutions that free you from having to make day-to-day decisions. 

Trust and Estate
 

Trust and Estate Services

BMO Private Wealth professionals will work with you to create a comprehensive estate plan that aligns with your values.
 

Philanthropy

If leaving a legacy is important to you and your family, we can help you create a strategic plan that aligns with your values.

Goals-based wealth management

Before we make recommendations regarding your investments or wealth planning, we will devote the time to get to know you and your family, business or practice in depth.
 
Once we have a sound understanding of your goals, needs, fears, wealth structure, time horizon, liabilities and preferences, we are well positioned to build a tailored portfolio and comprehensive Wealth Plan to address them. We are also available to help you make pragmatic financial decisions that can help you achieve your vision of success.
 

We can address your priorities by helping you to:

  • Define your short- and long-term goals.

  • Allocate your assets according to your profile and market conditions.

  • Build an optimized, resilient, risk-adjusted, balanced portfolio and Wealth Plan.

  • Transition to an income-generating portfolio in retirement.

  • Design a tax-efficient estate.

  • Plan proactively for major purchases or expenses.

  • Stay up-to-date on the latest tax regulations, industry reforms and global influences.

  • ​Manage multigenerational wealth family planning for your evolving needs.

Experience. Discipline. Your Comprehensive Roadmap Awaits. 

Beyond customized portfolio management – the inherent skill sets of asset allocation and balancing risk against reward – you can expect a comprehensive financial roadmap through ongoing, strategic and practical advice that’s rooted in experience, discipline, and an eye on your short- and long-term objectives.  



 

Advice:

Informed, ongoing guidance to keep you on track to achieve your financial goals


Wealth Management:

Holistic, unbiased stewardship of your complete financial picture (financial, tax and estate planning; retirement and educational savings; insurance; philanthropy, etc.)


Referrals:

Professional services alliances, designed to connect you with a network of independent experts, including accountants, lawyers, lenders, and insurance experts

 


Discipline:

Unwavering focus on your long-term objectives to prevent the emotional ups and downs of investing

 


Education:

Information and resources to help you participate in – and maintain ownership of – your financial future

 


Meetings

Ongoing touch points based on your personal needs – meetings, phone calls, email correspondence, etc.

 


Estate Planning: 

An effective action plan to ensure that your wishes are secured

 


Tax Planning: 

To ensure your financial plan is efficient, and your tax liability minimized

 


Goal-Setting:

Clear consistent priorities, followed by regular monitoring, review and assessment

 

Risk Management:

Identification, measurement and mitigation of investment risks, according to your risk tolerance parameters, to best preserve – and grow – capital


Insurance Consulting:

Recommendations to maintain and protect your financial stability (including segregated funds, annuities, disability, critical illness and long-term care)

 


Retirement Savings:

Comprehensive solutions to help you accomplish your aspirations for a successful and fulfilling retirement

 


Education Savings:

Conversations about alternative options to saving and investing, like TFSAs, life insurance – and non-registered, trust or corporate business accounts

 


Research:

From industry trends to the specific macro and micro-economics factors that impact your individual financial plan, we keep you informed

 


 

The right Investment strategies to meet your needs.

An investment advisor can help you achieve your financial goals. 

Contact us today.