To help you accumulate, manage and preserve your wealth, we provide a full range of integrated services. Engaging the expert resources of our BMO Private Wealth specialists when an extra measure of sophistication is needed, we have your wealth management needs covered.
• Establish investment objectives • Develop asset allocation strategy • Design portfolio and select securities • Provide ongoing investment management, monitoring, reporting and advice
• Establish goals • Analyze cash-flow needs • Assess net worth • Conduct retirement planning • Plan your estate • Provide guidance on managing assets and family members in more than one jurisdiction • Income continuance planning (life and disability insurance)
• Access to Business and/or Commercial Banking Specialists • Manage business investments • Plan a tax-conscious, smooth succession • Provide business transfer assistance
• Assess current and potential estate value • Determine obligations (debts,dependent,taxes and probate costs) • Identify estate planning issues and opportunities • Devise strategies to fund obligations and wishes
• Review current and future tax situations • Uncover opportunities to save taxes or defer taxation • Develop strategies to cover future tax liabilities
• Advice on effective credit management – mortgage, line of credit, personal and business loans • Manage cash flow needs • Plan for major purchases • Provide access to a dedicated Private Banker for bespoke banking services that save you time and money