Creating Dependable Income - Today, Tomorrow, Together

Backed by a 200-year legacy of trust, insight and thought leadership.

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As your Wealth Management Team, getting to know you and establishing a lasting relationship based on the highest standards of service excellence, transparency and integrity is our commitment. You’ll have full access to the insight and resources of a team of experts at BMO Financial Group, a recognized leader in providing comprehensive investment and wealth advisory.

Our Wealth Advisory Designation allows us to guide you on all aspects of your financial life, including financial planning, tax strategies, retirement income, investment recommendations, wealth transfer, insurance evaluations, pension analysis, and managed money benefits. We collaborate with your trusted advisors to ensure a smooth and exceptional client experience.

Wealth Planning

Partner with our expert financial advisors, skilled in financial planning, to design a tailored wealth plan that supports your retirement and financial goals throughout every stage of life.

 

Investment Management

Explore a range of investment strategies, from self-directed to advisory and discretionary options, to meet your financial goals.

 

Tax Planning

Get expert tax planning advice to enhance your wealth management strategy and financial decisions.

 

Trust & Estate Services

Benefit from our comprehensive trust and estate services to guide you through multi-generational wealth decisions, ensuring that your legacy is preserved and your family’s future is secured.

 

Retirement Planning

Evaluate and simplify your pension options with our comprehensive pension analysis. Find confidence in your retirement income through our dividend approach.

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Our Wealth Advisory Designation certifies us to advise you on all aspects of your Financial Life.

 

Named Best Private Bank in Canada for 15 years in a row