A wealth plan helps you understand where you are and where you want to be. We create a plan to help get you there.
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If your goal is to grow and/or preserve your wealth, we can suggest an investment strategy that's right for you.
We work with clients to invest responsibly and work towards a better future.
A BMO Private Wealth professional will help you with banking and borrowing solutions for your personal and business needs.
BMO Private Wealth professionals will work with you to create a comprehensive estate plan that aligns with your values.
If leaving a legacy is important to you and your family, we can help you create a strategic plan that aligns with your values.
Retirement has changed and, when you're ready, we'll help you prepare your unique plan as you move towards a new stage.
Tax minimization is a key strategy to manage your wealth. A BMO Private Wealth professional will work with your current tax team to help you effectively manage your assets.
We help with wealth planning and succession strategies for your business and family.
You're busy managing your business, so our expert teams will help you create a customized plan to help preserve and grow your wealth.
The Athlete Advisory Team is a group of BMO Private Wealth professionals with expertise and experience providing professional athletes tailored financial solutions that cater to their unique needs and goals.
If you spend a significant amount of time in the U.S., we can help you manage your financial needs on both sides of the border.
Platinum Banking - Traditional banking and payment solutions - Specialized, custom lending strategies - Investment-secured debt leveraged solutions - Complex credit structuring - Monetization of specialty assets - Cross-border banking and mortgage services - Custody selection
Investment Management - Access to best-in-class investment management platforms - Both fee-based and managed-assets portfolios - Open architecture platform - Best-in-class research - Active investment management - Strategic and tactical asset allocation
Philanthropy -Dedicated philanthropic and legacy planning -Creation and administration of private foundations -Effective implementation of tax-efficient strategies -BMO Charitable Giving Program
Family Wealth Services - Family education and governance - Legacy planning - Cash flow management and financial reporting
Wealth Planning - Wealth transfer - Tax minimization and cross-border strategies - Business valuation and succession - Financial and estate planning - Insurance and asset review - Lifestyle management - Pre– and post–IPO planning; exit tactics
Trust & Estate - Living and Family Trusts; Wills - Estate planning, management and litigation (trusts, holdcos, multiple beneficiaries) - Attorney for Property, Executor, Trustee or Court-Appointed Personal Representative - Trust administration and structuring - Agent services for ongoing tasks (e.g., tax compliance) - Escrow arrangements - enCircle concierge platform (comprehensive management)
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.