Working closely with a collaborative team of BMO Private Wealth specialists, we create comprehensive Wealth Plans that encompass retirement, estate and tax planning, trust services, debt management, practice succession planning, insurance solutions, and philanthropic strategies. Our partners include lawyers and accountants who can advise you on incorporation, tax-optimized corporate structures and other complex matters. BMO Private Wealth offers tremendous depth and breadth of investment options, strong wealth planning solutions and prompt access to a network of specialists. With this impressive bench strength, we have more time to serve you and your family, build closer relationships, and address your advanced needs.