Consultative Approach

Understanding your unique needs and circumstances is at the heart of BMO's wealth management approach. This two-way process allows us to work together to develop and implement a customized strategy tailored to meet your goals.

    

Clarify Let's start by working with the clients to identify things that weigh on their minds and clarify their vision for their future. Explore The clients then prioritize their needs (short- and long-term) as they see them and together, we document the resources they currently have at their disposal. We work together to help clients define their vision as they see it with respect to what they are trying to achieve in their personal and financial lives.   Evaluate It's now time to present concepts to assist clients in understanding how, together, we can bridge the gap between where they are now and where they would like to be.

Decide Short- and long-term strategies are developed to put clients on track to achieving their goals – and have clients commit to those strategies they feel will best meet their needs.   Implement Together we reach a consensus on specific solutions under each strategy, which will ultimately involve the ongoing allocation of financial and human resources. We then implement the agreed upon plan.   Review Once a strategy is implemented, we will continue to regularly monitor, review and update the entire plan and evaluate progress to ensure that clients are on target to meeting their individual goals.

 

Customized Wealth Management Services

Financial Planning

Through a comprehensive planning approach, I can take you through a financial planning process designed to provide you with clarity regarding your personal, family and financial goals.
 

Estate Planning and Tax Specialists

An estate plan is a key component of your overall wealth management strategy. I can help identify planning opportunities and issues, as well as introduce experts to advise you on strategies that suit your circumstances and oversee the successful implementation of your personal estate plan. With planning, you can maximize the value of your estate, minimize taxes and have control over how your estate is distributed.
 

Trust and Executor Services

It’s possible to engage experts such as BMO Trust Company to offer the unique protection and tax-savings potential of trusts. BMO Trust Company can also provide will reviews and will direction as part of your overall wealth plan. Executor services are also offered to help ease the burden of administering an estate.
 

Insurance

Asset preservation is an integral component of a comprehensive wealth plan. In partnership with our Estate and Insurance Advisors, I can recommend insurance solutions that will complement your overall wealth strategy and provide a greater sense of assurance.
 

Asset Management and Investments

With access to a world of investment solutions, I can recommend specific solutions that are tailored to your needs while complementing your overall wealth management strategy – everything from fee-based, managed solutions and traditional investments, to alternative investments and structured products.
 

Business Succession Planning

Succession planning is a process, not an event. Proper planning can ensure the ongoing stewardship of the business you have worked so hard to build. I can assist you with planning for retirement and the transition of management and ownership of your business, whether to a family member, employee or a third party.
 

Lending Services

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 – I will work with you to access the expertise of a BMO Bank of Montreal lending specialist.
 

Philanthropic Services

Strategic philanthropy and charitable giving are an extension of your personal beliefs and convictions. I can help you implement a solution that will have a long-term impact and enduring difference in your community and create a lasting family legacy. The solution may be anything from a donor advised fund to the creation of a private foundation.
 

Private Banking Services

BMO Financial Group offers a full range of Platinum Banking solutions that can provide you and your family with highly customized and innovative products and services. If needed, I can introduce you to a private banking professional. BMO Nesbitt Burns is one of Canada’s largest and most respected full‑service investment firms. We offer a comprehensive set of wealth management solutions, backed by the country’s top investment research team.