Our proactive process

 

 

  1. Discover and discuss your situation and financial goals.
  2. Review your financial planning needs, such as retirement planning, cash flow planning, and estate planning.
  3. Create your customized Wealth Plan, collaborating with BMO specialists as needed in situations of deep complexity.
  4. Review your investment objectives.
  5. Construct your asset allocation and asset placement strategy.
  6. Monitor and adjust your investment portfolio as needed on an ongoing basis.
  7. Regularly review and report your investment portfolio and financial goals with you to stay on track as life and the markets evolve.