We know that your goals for the future go beyond investments. Your overall picture is often complex, and there are many areas in the management of your wealth that require close attention. By looking at the big picture, we can ensure that the most important aspects of your financial well-being are not overlooked. We want to give you peace of mind.
We take a consultative approach with our clients. We start by listening to them to get a better understanding of their needs. Before making any recommendations or suggestions, we learn about their vision, goals and level of commitment to help them achieve the financial side of their goals.
Partnership We’ll leverage the many tools and resources BMO Financial Group has to offer to help you with all your life goals, including wealth planning, estate and insurance, business succession, private banking, and more.
Meeting It all starts with a meeting. We will discuss your financial and personal situations, including where you are in your life, your priorities and your goals.
Decision We will present you with short- and long-term strategies designed to help you achieve your goals, and then ask you to implement the strategies that you feel best suit your needs.
Discovery Together, we will discuss the steps you need to take today to reach your goals and we’ll talk about your aspirations and priorities. We will link your goals to a vision and structure.
Implementation Together, we will design a strategy that best meets your needs and helps you achieve your goals.
Assessment We will introduce you to concepts that will help you understand how we can close the gap between where you are now and where you want to be, while working together.
Review We will continue to monitor and review the overall plan and measure progress to balance your evolving financial needs.