We are proud that most of our clients entrust us with all of their family’s investable assets. This is a huge responsibility and we take it very seriously. Whether our clients have $1M or well in excess of $20M to invest, we treat them with the same degree of respect, care and sound management principles.
Many Canadian families today stretch all across the country, so we are licensed in every province.
Where appropriate, we can involve the whole family in the wealth management process to help everyone both financially and personally:
We can assist your parents with legacy planning, help them generate a steady income from their investments and assist with their account management and estate planning to make the wealth process easy and enjoyable.
When your children or other important family members join the conversation and dialogue is open and honest, everyone is informed and engaged as a household and families are best positioned to build wealth that can last for generations.
We can help your children start to invest and learn the basics of wealth stewardship. When they start a family, we can help them invest for their own children’s education.
Later in life, we can help your children engage BMO Trust Company to provide executor services if they feel burdened when managing your estate.