Wealth Management is a Family Affair 

At RT Wealth Management, we firmly believe that wealth management is a family affair. To attain your family’s goals, it is important to know where you are today, where you want to go, and how you are going to get there. Our team can help you focus on the emotional as well as the financial aspects of family wealth management. Working collaboratively with you, your family, and members of your wealth management team, we will recommend customized strategies for achieving all of your wealth management objectives.

Our integrated and multi-disciplinary wealth management process addresses all aspects of managing, protecting and transferring wealth, including investments, insurance, taxes, estates, retirement, cash management, planned giving, trusts and wills. We follow a structured approach to family wealth management, because we believe it’s important to address the whole picture and leave nothing to chance.


You and Your Family



Family Issues

  • Your financial Security
  • Assisting your parents
  • Assisting your children or grandchildren
  • Intergenerational Wealth Transfer



Creating a Legacy

  • Distributing your assets
    • Preservation of estate
    • Your Will and Trusts
  • Asset Protection


Investing for the Future

  • Customized portfolio Strategies
    • Managed programs
    • Fee-Based accounts
    • Traditional Accounts
    • Your Overall savings strategy




  • Retirement planning
  • Retirement income options
  • company pension transitions
  • business succession
  • tax savings/effiiciency 



Philanthropy and Giving Back

  • Your giving strategy
    • private foundations
    • community foundations
  • BMO NB charitable giving fund


Protecting Your Lifestyle

  • Power of attorney
  • disability income
  • survivor income
  • your personal health care
    • critical illness
    • long-term care


Insurance Planning—Our insurance solutions can complement and enhance your overall wealth strategy for income protection, estate preservation planning, and charitable giving.

Estate and Tax Planning—Maximize the value of your estate, minimize taxes, control how your estate is distributed, and help avoid conflict among your beneficiaries.

Cross-Border Banking—Snowbirds, frequent travelers and U.S. residents—get support from our BMO Bank N.A. team to simplify your cross-border banking, credit cards, mortgages and other home equity borrowing.

Financial Planning—Many people crave a more active, dynamic and regenerative lifestyle in retirement. Achieving your goals during this phase of life takes careful planning and execution.

Charitable Giving Solutions— If making the world a better place is important to you, we can help you achieve objectives through a variety of tax-efficient planned giving strategies.