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