We believe a wealth plan is beneficial for every client to help them understand the spending power of their money at retirement. A realistic wealth plan can ensure that you plan well enough to have sufficient income for your life and estimates your eventual estate value.
A solid wealth plan can make the difference between a comfortable retirement and one that is inadequately financed. Drawing on the extensive resources at BMO Private Wealth, we can help you establish an investment management strategy and a financial plan that will achieve the most from your RRSP or RRIF and non-registered assets.
Our group will work with you through important matters relating to employment, retirement, estate and wealth transfer, family, and tax issues. We will listen carefully to what is important to you and propose solutions to achieve goals that you have decided upon.
Affluent families may not need a wealth plan per se, but they can benefit significantly from our tax planning, estate and trust planning and services, retirement planning, insurance solutions, business succession advisory services, philanthropic strategies, and private and commercial banking services.