High Net Worth

We work with high net worth individuals and families to provide comprehensive solutions to their unique integrated financial needs.  Services include:

 

  • Wealth Group Services

  • BMO Trust Company Services

  • Private & Corporate Banking

  • Personal and Corporate Lending

  • Inter-generational Wealth Transfer​

  • Legacy & Estate Planning

  • BMO Charitable Giving

  • Portfolio Management

  • Financial Planning

  • Retirement Planning

  • Education Planning

  • Tax Planning & Reduction Strategies 

  • Insurance Solutions