Our holistic approach to wealth planning


Our focus is planning for your overall wealth needs. We work very closely with trusted BMO Wealth Planners, trust professionals, and estate and insurance specialists to ensure we review your entire wealth plan.
You will go through the wealth planning process with our partner, which opens up vulnerabilities as well as opportunities. We will ensure your wills are up-to-date, we have conversations around business succession planning, how to help your kids start investing, we plan how to pass your estate to your heirs in the most tax-effective way, and set a philanthropic strategy to honor your loved ones, values, passions, pets and other causes.
Your portfolio is only one part of an effective Wealth Plan and only one aspect of your overall potential to maximize your life vision.



Collaboration and integration are the key to our approach