At BMO Trust Company, we can help you take action on some of life’s most important financial matters and manage even the most challenging transitions while feeling confident and supported.

Complications and conflict often accompany significant wealth

As you grow wealthier, you may face increasingly complex wealth and estate needs, more dynamic relationships and diverse assets held across various geographies involving multiple generations.

We help you to manage these complexities and make some of the most emotionally charged decisions you’ll ever have to face – from caring for a loved one to planning and executing your multifaceted estate.

We are uniquely poised to help

With sensitivity and advocacy, we always look for ways to add value, remove complexity, address long-term objectives, improve your family’s overall wealth structure, and seek efficiencies to reduce cost.

Whether creating trusts and estates to safeguard your last wishes, preserve your wealth and transfer assets, or liaising with beneficiaries, managing property, or simply paying bills, we work together with partners across BMO Financial Group to simplify wealth’s inherent complications and craft professional, collaborative solutions to ensure your family is protected today and always.

Wealth Management Services:

  • Planning with a team of experts, BMO Private Wealth offers award-winning wealth management services dedicated to helping affluent families with all aspects of your wealth needs, now and into the future.
  • These include disciplined investment management, complete wealth planning to help your family achieve your long-term goals, and banking and borrowing solutions through BMO Private Banking and BMO Business Banking.

Based on your family’s unique needs and objectives, and according to your deeply held priorities and values, we use a highly personalized approach that can deliver:

 

  • Family/testamentary trust services
  • Investment management
  • Estate administration
  • Insurance solutions
  • Estate planning
  • Philanthropic strategies
  • Estate & Power of Attorney for Property litigation support
  • Concierge services

Working with us

Our people and partnerships set us apart from other trust companies. We have eliminated silos to work closely with specialized internal professionals across BMO Financial Group to put the right people in front of your family.

We are local, responsive, and have experience in the industry. The trust and advisory service business is all about people. We are very well known in the trust community and have built a strong track record of excellent service. Our team is caring and capable, so you can trust that you will have an excellent experience with BMO Trust Company.