Estate Planning & Trust Services
As the executor, you have the option of asking for assistance from a professional to help you navigate the legal, tax and administrative details of the estate. Our Agent for Executor service is designed for this purpose.
If you have been named Trustee and find the responsibility too onerous or time consuming, BMO Trust Company can help you fulfill your duties.
Life can be busy, and your financial affairs complicated. Through enCircle, we can help make managing both of these priorities easier. Delegating responsibility for your personal finances, while remaining in full control can help you achieve peace of mind.
This is designed to help your family, executor (referred to as a “liquidator” in Quebec), or Power of Attorney for Property (referred to as a “mandatory” in Quebec) locate all of your important documents and other information needed to administer your estate or act as your Power of Attorney for Property
Managing Your Wealth
This is a helpful resource summarizing important tax, retirement and estate planning information.
As a client of BMO Nesbitt Burns Inc., your dedicated BMO Nesbitt Burns Investment Advisor takes pride in helping you manage your wealth and reaching your financial goals. You trust us with your most confidential information, as well as safeguarding the wealth that you’ve worked hard to build. We take this responsibility seriously and have protections in place to safeguard your assets. Beyond our internal controls, BMO Nesbitt Burns is a member of the governing bodies of our industry and, as such, operates its business in strict adherence to the regulations, policies and bylaws dictated by these governing organizations.
At BMO Nesbitt Burns, we have all of your wealth management needs covered. Learn more about our full complement of wealth solutions for clients.
Education Planning
This article provides information on how, and when, to withdraw funds from an RESP, as well as information on qualifying educational institutions and programs. In situations where the RESP beneficiary decides not to pursue post-secondary studies or leaves before completing a qualifying program, the subscriber of the plan must decide what to do with the money that has accumulated in the RESP.