Understanding Your Needs
Investable Resources and Retirement Income
We will customize your investment portfolio to help you achieve your goals, choosing from a wide variety of “traditional” investment options, including Canadian and U.S. equities and equity derivatives, new issues, fixed income products and investment funds.
We also offer Managed Asset Programs which are designed for clients who want to delegate the day-to-day investment decision making and ongoing monitoring of the markets to the industry experts.
Your estate plan forms a key component of your overall wealth management strategy. We will help identify planning opportunities and issues, and if required, introduce experts to advise you on strategies that suit your circumstance.
The Importance of Insurance
Asset preservation is an important component of a comprehensive wealth plan. In partnership with our Estate and Insurance Advisors, we can recommend insurance solutions that will complement your overall wealth strategy and provide a greater sense of assurance.
Cash Management Needs
We offer several options that provide you and your family with customized and innovative cash management solutions:
BMO Nesbitt Burns cash management accounts provide you with instant access to the cash held in your investment account through ABMs, cheques and telephone and online banking. As well you have access to a line of credit based on the margin available in your investment account.
BMO Harris Platinum Banking is designed to simplify your most complex banking requirements and provide you with the best banking service possible. Platinum Banking is designed to meet your sophisticated personal and professional banking needs by providing you with a customized mix of solutions.
Planning for Business Succession
Whether transitioning to a family member, employee or a third party, we can help you plan for the ongoing stewardship of the business you have worked so hard to build.
Philanthropy and Giving
Strategic philanthropy and charitable giving are extensions of your personal beliefs and convictions. We can help you achieve your philanthropic objectives through a variety of tax-efficient planned giving strategies.
Whether you’re looking to secure a mortgage, personal loan or line of credit – or if you require more specialized lending services to fulfill and optimize your wealth management strategy – we will work with you to access the expertise of a BMO Bank of Montreal lending specialist.