The hardest part of our job is educating our clients to understand that they need a 360-degree financial plan. They often come to us when they "need to make choice", but it's wiser to plan for those choices proactively.
The truth is, we can’t responsibly invest your money without knowing everything about you – that can backfire. So we invest in context of your big picture: We initiate discussions and build out financial plans. Then we draw in experts from our deep bench of internal partners across BMO Financial Group as needed. Clients with complex needs receive experienced advice and vast resources
Sophisticated, comprehensive financial planning
Canadian tax planning
Cross-border tax planning
Retirement income planning
Transition planning
Business succession planning
Tax, Wills and estate planning.
In addition, we network with external experts with whom we have built trusted relationships.