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.
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.
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.
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.
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.
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.
Our specialists can help you understand your giving options:
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