To help you accumulate, manage and preserve personal wealth, we provide a full range of wealth services. With our in-house specialists and access to the expert resources within BMO Financial Group, we have the services and resources you need to reach your financial goals.
Financial Planning
Goal setting
Cash flow analysis
Net worth assessment
Investment planning
Retirement planning
Income and asset protection
Estate planning
Tax efficiency
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Investment Planning
Establishment of investment objectives
Asset allocation strategy development
Portfolio design and security selection
Investment management and advice
Selection and monitoring of investment managers
Periodic portfolio reviews and rebalancing
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Retirement Planning
Identify goals
Evaluate expected income
Develop a tax-efficient income strategy at retirement
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Credit and Banking Strategies
Effective credit management - mortgage, line of credit, personal and business loans
Cash management
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Business Advisory
Access to commercial banking specialists
Business investment management
Succession planning and business transfer assistance
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Tax Efficiency
Review current and future tax situations
Uncover opportunities to save taxes or defer taxation
Develop strategies to cover future tax liabilities
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Estate and Insurance Advisory
Income continuance planning (Life & Disability Insurance)
Develop asset protection strategies (Mortgage life insurance, Business continuance insurance, Critical insurance, Long-term care insurance for estates)
Assess current and potential estate value
Determine obligations (Debt, Dependents, Taxes and Probate costs)
Identify estate planning issues and opportunities
Devise strategies to fund obligations and wishes
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Philanthropy
Donor advised funds
Private foundations
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