For more than 20 years, we have delivered tailored wealth management leadership with distinction for affluent private and institutional clients. We offer the powerful combination of nuanced specialization and multi-disciplinary sophistication.
We have intimate, industry-leading knowledge of three client groups in particular – Canadian Tire franchisees, Indigenous communities, and affluent business owners and their families. With deep experience in advising these clients, we bring valuable insight and proven strategies to the table.
Collaborating closely with a sophisticated network of BMO Private Wealth experts, our team delivers an extensive and integrated suite of services that includes portfolio management, private and commercial banking, plus a full spectrum of wealth advice and planning – all under one roof.
Discover the advantages and ease of having one unified, powerful team working together for your best interests.
Portfolio management
Wealth planning
Estate planning
Insurance solutions
IPPs and other solutions for business owners
Retirement planning
Business succession planning
Philanthropic strategies
Private banking
Commercial banking and financing
Canadian, US & cross-border tax planning