Complete, integrated wealth planning

We can help you to:

  • Save for retirement,
  • Generate cash flow tax-efficiently,
  • Minimize taxes and the cost of investing,
  • Set aside funds for a major purchase or a child’s education,
  • Pass wealth to heirs tax-effectively, and
  • Invest in the increasingly complex global markets with a conscience.

 

Using your goals as our guide, we can help you build and preserve your wealth through customized strategies designed to improve your portfolio returns while keeping risk at acceptable levels.

Before offering any advice, we will familiarize ourselves with your personal and professional circumstances and goals. We will create an in-depth Wealth Plan that is flexible, realistic and tailored to your needs, comfort level and financial well-being.

Working with a passionate, experienced team of specialists at BMO Private Wealth, we can provide an integrated, complete suite of wealth management services and solutions for you and your family that can include:

  • Retirement planning
  • Insurance solutions
  • Trust, wills and estate planning
  • Private Banking
  • Tax planning
  • Business Banking
  • Business succession planning
  • Philanthropic strategies
  • Accountancy consultation
  • Legal planning