We understand the challenge and complexities of running a business and the importance of maximizing synergies between your personal and corporate finances. Entrepreneurs spend time, face risks and work hard to build a business. Our customized advice and comprehensive suite of strategies can help you preserve and grow your wealth and reap the rewards of your efforts.

 

BMO Private Wealth has a very strong offering for entrepreneurial and professional clients. With breadth and depth of financial options, specialists and resources, we are well positioned to invest your corporate reserve funds or retained earnings and make them a powerful component of your overall wealth plan.

Astute strategies for all stages of your business lifecycle

Before we invest your assets or make any recommendations, we will get to know you and your business very well. We will learn what drives you and your company, your vision of the ideal retirement, your personal and professional goals, and your lifestyle priorities.

 

We can bring you access to banking, lending and point-of-sale payment solutions such as debit, credit, and automatic bill payments, plus a full holistic solution for all your wealth needs – under one roof.

 

We can help you:

  • Invest the reserve funds in your holding or operating companies or professional corporation, working strategically to achieve your growth targets.
  • Set realistic expectations and put a full-circle wealth plan into place to put you on track to reach your goals at all stages of your business.
  • Select the right investments to generate a regular income stream and keep cash on hand to buy investments at bargain prices if the markets turn volatile.
  • Draw money from your holding or operating companies tax-effectively using different strategies.
  • Plan for and manage your cash flow requirements.
  • Manage other complex business challenges.