We know wealth builds complexity and the more money you have, the greater the complexity. Whether you have recently acquired wealth or you’re looking for a different perspective on how to manage your wealth, we deliver a personalized wealth plan that’s coordinated across multiple aspects of your total wealth picture – acting as your financial roadmap.
Our holistic, proactive approach helps affluent individuals and families achieve their wealth goals at all stages of their lives. We are a team of experienced professionals who can help you save time, benefit from solid advice, and enjoy life with confidence, knowing your wealth is being well managed.
We offer complete and integrated services to help you protect and grow your wealth, plan for all your life’s stages, and enjoy financial freedom. We prioritize your interests through tailored, transparent, and objective financial advice, crafting a complete and customized wealth plan with the support of BMO Private Wealth specialists.
As an individual or family with a significant wealth, a key part of your wealth plan is your investment plan. Our team manages your portfolio with a highly customized, prudent and disciplined approach that emphasizes risk management. Through BMO Private Wealth, you'll gain access to a robust product shelf, and enjoy access to market-leading equity research from BMO Capital Markets; consistently ranked as one of the top research houses in Canada and fast becoming a growing force in the U.S.
We meet all your investment needs whether you would like us to manage your investments for you or whether you want to be closely involved in the process of managing your investments. Our main goal remains the same : help protect and increase your wealth.
Tailored to your specific risk profile and goals, the right choices are informed by a depth of experience, proprietary research and ongoing evaluation, designed to efficiently, and prudently, manage your portfolio of capital for generations to come.
An optimal balance of internal and external boutique investment managers based on macroeconomic analysis and your unique objectives.
Scale, scope and buying power to negotiate fees with third parties.
Rigorous due diligence and dedicated research across our platform based on investment policy and management committee standards.
Proven track records for selected managers that is closely monitored on an ongoing basis.
Investment management from a trusted, centralized source.
Asset allocation strategies and opportunities that offer different approaches/styles to optimize long-term return potential and manage risk.
We help families like yours with some of the most emotionally charged decisions you’ll ever have to face – from the care of a loved one, to the planning and execution of your estate.
Whether it’s paying bills, managing property, selling international assets, or liaising with beneficiaries, we work together to simplify the inherent complexities of wealth, crafting professional, collaborative solutions that ensure your family is protected today, and always.
The first stage of estate planning is preparation. We listen to you and create a comprehensive plan that sets out how you will transition your wealth. We also offer guidance on tax strategies to maximize your family’s wealth over time, managing assets, setting up trusts, and developing estate plans that cross jurisdictions.
Tax planning should be considered as part of your wealth planning strategy. This means having advantageous, tax-efficient financial strategies – throughout your high-income earning years, during retirement, and when your assets are transferred to your loved ones.
In addition to your BMO Private Wealth professional, as a Private Wealth client, you’ll have access to specialized planning consultants who will help you build a tax mitigation plan integrated into your overall wealth plan.
Our tax experts, together with our trust and estate services professionals and business advisory experts, can advise you on trusts, estate planning, insurance and business tax strategies that can help preserve your wealth for future generations.