To create this roadmap, we spend time developing an in-depth understanding of your priorities for family, work, lifestyle and money. Then, we collaborate with our full BMO Private Wealth specialist network to bring you expertise across multiple disciplines to create a customized Wealth Plan that can adapt to external conditions and personal transitions. Your integrated, complete suite of wealth management services can include:
·Retirement planning
·Trust and estate planning
·Tax planning
·Insurance solutions
·Private Banking
·Business Banking
·Business succession planning
·Philanthropic strategies and more.
Our goal is to empower you with comprehensive and customized solutions for situations both simple and complex through coordinated and proactive wealth planning.
In particular, we work closely with Aziz Nasher, Director of Wealth Planning, an Accountant (CPA, CA) who also holds the Certified Financial Planner (CFP®) and certified Trust and Estate Practitioner (TEP) designations.
Ensure your wills, powers of attorney and estate are updated
Assist in establishing trusts when family circumstances call for them
Minimize taxes and preserve your assets for your heirs
Work with our Wealth Planners and your accountant to structure your holdings as tax-efficiently as possible