Our wealth planning considers the big picture from 30,000 feet and integrates services that access the full power of BMO Private Wealth.

Before we make recommendations on your investments or wealth planning, we will devote the time to perform a full discovery of your multigenerational family, business or practice, goals, needs, fears, wealth structure, time horizon, liabilities, and preferences.

Thoughtful wealth management goes well beyond investing your assets. Our team will consider a comprehensive array of wealth services and solutions. We will collaborate with trusted partners across BMO Private Wealth’s high-quality team of experts in the fields of:

  • Tax planning
  • Trusts
  • Estate and retirement planning
  • Insurance strategies
  • Business advisory and succession services
  • Family governance
  • Philanthropic strategies
  • Private Banking
  • Commercial Banking
  • Capital Markets


Working closely with these professionals, we can provide a comprehensive plan tailored to your interests, wealth, and life goals. We will also work closely with your own lawyer and accountant when creating a customized wealth plan tailored to your needs, so you have the knowledge and resources to make informed decisions.


Wealth planning can help you:

  • Make the most of your assets
  • Protect your assets
  • Ensure your wealth ends up in the right hands – in the way you intended
  • Employ tax-efficient strategies in every area of your financial dealings
  • Plan for a comfortable retirement
  • Prepare for the unexpected
  • Take care of your loved ones – now and in the future

Our services at a glance


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We’re with you and your family every step of the way

Our plan is to engage you in a wealth conversation that is never over. While some conversations are just a quick exchange of facts, others may involve many discussions to achieve a satisfying resolution and a workable plan.

Navigating major life transitions

We are especially skilled at working with individuals who are experiencing a life transition. With the specialized assistance of our BMO Private Wealth partners, we can help when you are:


  • Getting married or divorced
  • Buying or selling a business or practice
  • Inheriting money or winning a lottery
  • Changing a career or losing a job
  • Starting a family or welcoming another child
  • Planning for or entering your retirement years
  • Purchasing or renovating a home or vacation property
  • Experience an accident or major diagnosis
  • Funding an education
  • Wishing to make a major charitable contribution
  • Losing a family member

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