As an individual or family with a significant wealth, a key part of your wealth plan is your investment plan. Our team manages your portfolio with a highly customized, prudent and disciplined approach that emphasizes risk management. Through BMO Private Wealth, you'll gain access to a robust product shelf, and enjoy access to market-leading equity research from BMO Capital Markets; consistently ranked as one of the top research houses in Canada and fast becoming a growing force in the U.S.
We meet all your investment needs whether you would like us to manage your investments for you or whether you want to be closely involved in the process of managing your investments. Our main goal remains the same : help protect and increase your wealth.
Tailored to your specific risk profile and goals, the right choices are informed by a depth of experience, proprietary research and ongoing evaluation, designed to efficiently, and prudently, manage your portfolio of capital for generations to come.
An optimal balance of internal and external boutique investment managers based on macroeconomic analysis and your unique objectives.
Scale, scope and buying power to negotiate fees with third parties.
Rigorous due diligence and dedicated research across our platform based on investment policy and management committee standards.
Proven track records for selected managers that is closely monitored on an ongoing basis.
Investment management from a trusted, centralized source.
Asset allocation strategies and opportunities that offer different approaches/styles to optimize long-term return potential and manage risk.
Before we make recommendations regarding your investments or wealth planning, we will devote the time to get to know you and your family, business or practice in depth. Once we have a sound understanding of your goals, needs, fears, wealth structure, time horizon, liabilities and preferences, we are well positioned to build a tailored portfolio and comprehensive Wealth Plan to address them. We are also available to help you make pragmatic financial decisions that can help you achieve your vision of success.
Define your short- and long-term goals.
Allocate your assets according to your profile and market conditions.
Build an optimized, resilient, risk-adjusted, balanced portfolio and Wealth Plan.
Transition to an income-generating portfolio in retirement.
Design a tax-efficient estate.
Plan proactively for major purchases or expenses.
Stay up-to-date on the latest tax regulations, industry reforms and global influences.
Manage multigenerational wealth family planning for your evolving needs.