At Hassan Fox Wealth Management, our Investment Advisors can help you develop a plan that’s right for your needs – today and in the future. No matter where you are in life, we work with individuals, families, successful entrepreneurs, business professionals and corporations by providing expert financial advice.
We are here to help you plan for the expected and the unexpected in your life - from getting married, buying a home, planning for a child’s future to building a business.
A wealth plan helps you understand where you are and where you want to be. We create a plan to help get you there.
If your goal is to grow and/or preserve your wealth, we can suggest an investment strategy that's right for you.
We work with clients to invest responsibly and work towards a better future.
A BMO Private Wealth professional will help you with banking and borrowing solutions for your personal and business needs.
BMO Private Wealth professionals will work with you to create a comprehensive estate plan that aligns with your values.
If leaving a legacy is important to you and your family, we can help you create a strategic plan that aligns with your values.
Retirement has changed and, when you're ready, we'll help you prepare your unique plan as you move towards a new stage.
Tax minimization is a key strategy to manage your wealth. A BMO Private Wealth professional will work with your current tax team to help you effectively manage your assets.
We help with wealth planning and succession strategies for your business and family.
You're busy managing your business, so our expert teams will help you create a customized plan to help preserve and grow your wealth.
The Athlete Advisory Team is a group of BMO Private Wealth professionals with expertise and experience providing professional athletes tailored financial solutions that cater to their unique needs and goals.
If you spend a significant amount of time in the U.S., we can help you manage your financial needs on both sides of the border.
Meet our team and our expert partners, specialists and consultants Take a closer look at our comprehensive list of services