Our Teams Services

We are committed to constructing value-add portfolios that maximize long-term income and growth potential while respecting the risk tolerance of each client relationship

Leading Investment Strategy

In house portfolio research teams provide coverage of global markets and construct efficient portfolios with industry leading research from BMO capital markets. In house access to research and data allows us to be at the forefront of new and emerging market information.

Do you have an investment strategy in place?

Tax and Estate Planning

We work with qualified and experienced in-house tax and legal expertise to help identify opportunities to reduce taxes and provide for the tax efficient and orderly transition of your estate.

 Have you thought about the administration of your estate? Is your estate complex, and could it benefit by having BMO as a corporate executor? Does your advisor connect you with tax experts?

Comprehensive Wealth Planning

We ensure a comprehensive wealth plan is done for our clients. We work with a variety of wealth management consultants that specialize specifically in tax planning, estate planning, and financial planning to create a plan that is individually tailored to our clients specific needs.

Do you currently have a financial plan?

Retirement & Succession Planning

A big part of our role as Investment Advisors is planning for your retirement. It is essential that we ensure that you are financially comfortable when you decide to make that leap. By using a financial plan we can project what you will need in retirement based on your goals, we can then adjust your investment portfolio to meet your desired retirement cash flow. Succession planning is also pertinent when it comes to retirement and estate planning.

Have you figured out your business plan for when you want to retire? Who will be taking over? Have you looked in to using a trust?

Insurance Planning

We work with dedicated insurance specialists assist with strategies that complement your
overall wealth strategy and provide asset protection. 

Do you use insurance as an investment strategy? Has your advisor ever talked about the benefits and necessity of insurance?

Banking and Lending

We work with dedicated Private Bankers focus on proactive banking and lending solutions to address your specific needs.