We provide tailored, full-service, intergenerational solutions with passion, care and expertise:

In particular, we will encourage you to work with us to establish holistic and well-organized estate, succession and legacy plans. We can add tremendous value in helping you protect your family’s financial wellbeing. 
Let us help you protect your assets and minimize stress and worry for everyone. A little time invested now can save your loved ones a significant burden at an emotional time.


Intergenerational strategies to preserve wealth long-term:

If possible, we will advise all members of your family. We are proud that some households have four generations working with us – grandparents, parents, children and grandchildren.
Young people who start investing early tend to do very well because they take advantage of their long time horizons and get acclimatized to investing small amounts before they inherit larger sums. We spend a lot of time educating our clients’ sons and daughters.


Collaborating with BMO Specialists:

Working with a passionate, experienced team of BMO Private Wealth specialists, we will create your customized and complete Wealth Plan. After working to truly understand your short- and long-term goals, we will advise you regarding tax considerations, create trusts if required, and help you plan and protect your estate and legacy. Our broad network of BMO Private Wealth specialists brings you tremendous financial bench strength:


• Will reviewers

• Tax planners

• Asset managers

• Trust and estate planners

• Insurance specialists

• Credit consultants

• Private Banking professionals

• Business and Commercial Bankers

• Investment bankers

• Risk management experts

• Business succession specialists

• Strategic philanthropy consultants


Staying relevant and updated:

Our team will constantly adjust your plan and banking services to external conditions and life transitions to ensure your goals are proactively, strategically managed. This saves you time and worry when making important decisions. You know your financial affairs are in order and will remain on track to reach your goals throughout your life – the ultimate benchmark of success.


Guiding you through major life transitions:

With the specialized assistance of our BMO Private Wealth partners, we can add significant value when helping you and your loved ones to prepare for major milestones or manage periods of transition; for example, when you:


• Get married or divorced

• Inherit money or win a lottery

• Start a family

• Buy or renovate your home or vacation property

• Decide to fund an education

• Buy or sell a practice or business

• Change your career

• Plan for and enter your retirement years

• Have an accident or are diagnosed with a major illness

• Wish to make a major charitable contribution or plan your legacy