Specialized, Sophisticated Wealth Leadership

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