Private Wealth

At BMO Private Wealth, we have all of your wealth management needs covered.
To help you accumulate, manage and preserve personal wealth, we provide a full range of wealth services. With our in-house specialists and access to the expert resources within BMO Financial Group, we have the services and resources you need to reach your financial goals.














  • Income continuance planning (Life & Disability Insurance)

  • Develop asset protection strategies (Mortgage life insurance, Business continuance insurance, Critical insurance, Long-term care insurance for estates)

  • Assess current and potential estate value

  • Determine obligations (Debt, Dependents, Taxes and Probate costs)

  • Identify estate planning issues and opportunities

  • Devise strategies to fund obligations and wishes

  • Click here to learn more about our estate and insurance advisory services