Wealth Planning

Guidance through life transitions

We help you navigate life’s major milestones—such as selling a business, planning for retirement, receiving an inheritance, or managing health challenges—through a personalized approach that begins with understanding your unique goals, family, and financial structure. Collaborating with your accountant, lawyer, and BMO’s network of specialists, including estate planners, tax experts, asset managers, and business succession advisors, we craft tailored strategies to address your priorities and ensure seamless wealth management for every stage of life.

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Investment Management

Disciplined, opportunistic investment management

We specialize in providing affluent clients with tailored investment planning that adapts proactively to changing environments while maintaining a clear focus on long-term objectives. Our approach combines discipline, risk management, and research-driven strategies supported by BMO Capital Markets and third-party insights. We educate clients about investment opportunities and risks, such as low-interest-rate environments, and keep them informed through regular contact via meetings, calls, and emails. Our flexibility includes two exceptional platforms: the BMO Nesbitt Burns Architect Program, offering institutional-grade management, enhanced diversification, and tax-efficient rebalancing, and the BMO Nesbitt Burns Meridian Program, a fee-based account providing a customizable mix of securities, ETFs, and mutual funds with transparent fees and online access. Both programs align with your goals to preserve and grow your wealth.

Family Wealth

Serving the entire family

We are honoured that our clients entrust us with their family’s entire investable assets, whether $1M or over $20M, and we manage each portfolio with equal care and professionalism. Licensed across Canada, we offer comprehensive wealth management for families, assisting parents with legacy planning, steady income generation, and estate management, while educating children on investing and wealth stewardship. By fostering open dialogue, we help families build lasting wealth across generations, offering support for major milestones such as starting a family, saving for education, or engaging BMO Trust Company for estate services.

Estate Planning 

Easing the emotion of estate planning

Planning an estate ensures your wishes are honored while creating a lasting legacy. In partnership with BMO Trust Company, we help navigate key decisions that impact multiple generations, ensuring a smooth wealth transition through comprehensive trust and estate services. From wealth protection and tax strategies to managing cross-border assets and probate reduction, we provide tailored solutions to meet your priorities. Specialized services include acting as Attorney for Property, Executor, or Trustee, and offering support for fiduciaries, living trusts, charitable giving strategies, and concierge services for financial management. With expertise in estate litigation, BMO Trust Company can also serve as a neutral trustee during disputes, bringing objectivity and professionalism to complex situations.

Business Owners

Tax-conscious planning for business owners and clients with holding companies

Our team specializes in advising business owners and clients with holding companies, having assisted over 250 individuals with wealth planning and tax strategies. Collaborating closely with your accountant and lawyer, we provide a holistic approach, respecting your existing plans while simplifying your to-do list. Our services include business advisory, tax minimization, estate planning, corporate insurance solutions, and family governance strategies, tailored to entrepreneurs, incorporated professionals, and holding company owners. With a focus on business succession, we help you navigate the emotional and financial aspects of transitioning from running a business to managing investments, ensuring a seamless and informed retirement strategy.