We offer, in collaboration with specialists from BMO Financial Group and BMO Private Wealth as needed:

 

Wealth Planning

• Diversified asset allocation

• A balanced, customized, comprehensive investment portfolio

• A full suite of investment options, delivered objectively

• A broad range of holistic banking services from BMO Financial Group and BMO Private Wealth

 

Personalized Retirement Planning

• Customized retirement plan

• Tax-effective retirement strategies and vehicles, including Registered Retirement Savings Plans (RRSPs)

• Strategies to help you manage your investments and savings without support from a regular salary, or finance retirement expenses (a new property, new business or travel)

 

Estate and Insurance Planning

• Effective estate and insurance plan

• Solutions to shield your assets from taxes and probate

• Planning to bring you peace of mind

 

Career Transition Planning

• Financial planning to help you manage a career change

• Advice to help you make the best financial choices during transitions

• Savings and investment strategies to pursue new options

• Business succession planning