Wealth Management for Medical Professionals

Finding the delicate balance of career, family, and your future. As a physician or other medical professional, you’ve worked hard to get where you are, and you continue to work hard each day to help others. We understand that you have multiple priorities including your career, family, and dedication to future aspirations.

BMO offers:

  • An integrated wealth management plan tailored to your goals

  • An experienced team of specialists dedicated to medical professionals

  • A robust selection of services to help fulfill your complex needs

We understand how to manage business and personal finances

We value the time and effort that you’ve put into attaining your professional status. Our expertise will help ensure that you can focus on your priorities while we practice what we do best and forge an ideal advisory relationship. We’re here to help take care of your practice and family.

 

Wealth Planning and Investment Management

  • Customized wealth plan tailored to your financial goals
  • Personalized investment management services
  • Access to a range of investment products and solutions

Tax Planning

  • Customized, tax-efficient strategies
  • Guidance to help navigate through various stages of life and career

Estate Planning and Trust Services

  • Expert guidance in managing complex estates
  • Succession planning and intergenerational wealth transfer

Incorporation

  • Advice around incorporating your business
  • Insights into starting a private practice or creating your own company

Private Banking

  • Cross-border banking and mortgage services
  • Investment-secured, debt-leveraged solutions and complex credit structuring
  • Traditional banking, payment solutions and custom lending strategies

Philanthropic Services

  • Dedicated philanthropic and legacy planning
  • Creation and administration of private foundations
  • Guidance with tax-efficient strategies for charitable giving

Succession Planning

  • Business valuation and succession
  • Assistance with family and business governance matters
  • Expertise in asset protection strategies

Insurance

  • Individual disability income protection insurance
  • Critical illness, job loss and life insurance