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