What Are Your Wealth Management Objectives? 

Our team has extensive investment management experience and direct access to private banking professionals, estate, tax, trust and insurance advisors, and financial planners. Whatever your personal wealth management objectives may be, the depth of our expertise ensures that we are able to present you with relevant and fully customized solutions.


Business Owners—How we help you manage complex business issues such as tax optimization and succession alongside your private wealth needs.

Professionals/Executives—We’ll coordinate the efforts of tax, insurance, legal, banking, and other specialists, determine how to liquidate your corporate holdings tax-efficiently, and more.

Retirees—Secure a prudent strategy to preserve your assets, generate steady income, manage day-to-day cash flow, and leave a legacy.

Healthcare Professionals—We’ll help manage your financial health with solutions that respect the nuances of your profession.

Post-Divestiture—Upon an influx of new wealth, we will help you put matters into perspective, manage the transition, and manage your complete financial well-being.

Not-For-Profits— We’ll help you implement or improve your good governance processes and accountability to encourage donors to make you part of their philanthropy.

BMO Private Wealth —a Wealth of Opportunities 

Backed by over 200 years of experience and a clear strategy for the future, BMO Private Wealth has a proven track record with two long-standing, successful legacy businesses: BMO Private Banking and BMO Nesbitt Burns.

RT Wealth Management is one of BMO Private Wealth’s multi-disciplinary teams of professionals. We are proud to work with one of North America’s leading, full-service investments firms and Canada’s best private bank* to offer a range of strategies and solutions in private banking, investment management, trusts and personal and business financial planning tailored to help you navigate managing your wealth.