All-essential Financial Planning


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.