Advising multiple generations

Our intergenerational services deliver value to our clients’ children who are embarking on careers, starting families and beginning to build an investment portfolio.

To help the young people in your family, we will:

• Introduce them to the wealth management conversation as early as possible,
• Help them start planning today to build a strong financial future,
• Assist them to understand the basics of finance and investing, this would include:
  1. Open a Tax-Free Savings Account and First Home Savings Account (coming up Fall 2023), 
  2. Work with a dedicated BMO mortgage specialist to buy their first home, 
  3. Help them manage their inheritance wisely when the time comes