Our approach is to align your personal and business objectives and to see planning as a process, not a product.

Working with a highly disciplined, experienced team of diverse tax, trust, estate, wealth planning, business advisory, insurance and banking professionals, our team will take the time to listen, understand your priorities, and help you articulate your vision.

Using a collaborative approach, we will identify practical, actionable opportunities and solutions, empowering you to proactively strategize for the future – from cross-border tax considerations to preparing the next generation to lead the family enterprise.

 

Collaboration and commitment:
 

  • Engage in in-depth, discovery conversations to understand your unique goals
  • Distill complex concepts with acute understanding of family dynamics and business structures
  • Partner with specialists across BMO Private Wealth to deliver sophisticated, forward-thinking solutions and present a wealth plan tailored for your needs, in coordination with those partners
  • Help ensure you realize your aspirations, as part of an evolving and responsive roadmap.

 

Our team of wealth specialists and bankers:

Investment strategists

Our in-house portfolio research teams provide coverage of global markets and help us to construct efficient portfolios based upon industry-leading research from BMO Capital Markets. Learn more about our wealth management approach.

 

Tax, estate and insurance planners

We have qualified and experienced in-house tax and legal expertise to help identify opportunities to reduce taxes and provide for the tax-efficient and orderly transition of your estate. Estate and Insurance Advisors from BMO Estate and Insurance Advisory Services are here to assess the key risks and opportunities in your personal and corporate life and recommend flexible, cost-effective, multi-faceted insurance solutions that can help you preserve and enhance the wealth you’ve created.

 

Insurance planners

Dedicated insurance specialists assist with strategies that complement your overall wealth strategy and provide asset protection. Our dedicated team of professionals will proactively assess your needs and execute on custom insurance strategies to help anticipate issues that may arise, including leveraged life insurance solutions.

 

Bankers and lenders

Dedicated Private Bankers focus on proactive and highly personalized banking and lending solutions to address your specific needs through a lasting relationship and deep knowledge of your goals, wealth structure and circumstances. Learn more about our Private Banking.

 

Comprehensive wealth planners

Our wealth management consultants come from a variety of disciplines and provide assistance with complex issues when developing your wealth management plan. We will be pleased to introduce you to your Wealth Planning Consultant, who will work with specialized advisory professionals to help us build your custom plan.

 

Philanthropic strategists

Our specialists can help you understand your giving options:
 

  • A private foundation, the most highly structured and personal form of long-term giving, and one that is the best suited for strategic philanthropy.
  • The BMO Charitable Giving Program, a flexible and cost-effective way to customize a philanthropic strategy and to focus your charitable giving to have a lasting impact on the causes that are important to you.
  • Strategic giving to a particular charity you wish to support to ensure your gift has high impact and that you receive the appropriate tax benefits.

 

Other specialists from throughout BMO Private Wealth can be called into play when needed.

Canadian, US & cross-border tax planning

Business succession planning

Estate planning

Insurance solutions

Financial planning

Philanthropic strategies

Private Banking and Commercial Banking