Our Solutions

We offer tailored solutions to meet your unique needs including:

Portfolio Management Solutions
We offer both discretionary and non-discretionary portfolios.  Which incorporate individual equities, fixed income, structured products, and the selection and monitoring of money managers. 
Innovative Investment Solutions
Options strategies, structured products, active bond management

Asset & Income Preservation Solutions
Insured retirement, estate preservation, and critical illness, disability & long-term care solutions

Estate Planning Solutions
Spousal, testamentary & inter-vivos trusts, trust & trustee services, will reviewal, and our charitable giving program

Tax Efficient Solutions
Creating a tax-deductible mortgage, prescribed rate loan, creative use of leverage (i.e. borrowing through our Private Bank to purchase policies, shorting bonds, etc.), asset swaps, and tax-efficient security selection

Trust & Trustee Solutions
BMO Trust Company offers executor, trustee, and trust services - that includes our enCircle® program (platinum banking, cash management, income tax preparation, fiduciary services, and lifestyle services)

Private Bank Solutions
Offers integrated banking and borrowing services to affluent Canadians and their families ‚Äč

Family Office Solutions
Available to our Ultra High Net Worth families, BMO Family Office can assist in establishing a family office, family governance & legacy planning, treasury and payment solutions