Collaborating with BMO specialists
Working with a passionate, experienced team of BMO Private Wealth specialists, Paul Hartford Wealth Management will create your customized and complete Wealth Plan. After working to truly understand your short- and long-term goals, together we will advise you regarding tax considerations, create trusts if required, and help you plan and protect your estate and legacy. Our broad network of BMO Private Wealth specialists brings you tremendous financial bench strength (see more details below):
Will reviewers
Tax planners
Asset managers
Estate and trust planners
Insurance specialists
Credit consultants
Private Banking professionals
Business and Commercial Bankers
Investment bankers
Risk management experts
Business succession specialists
Strategic philanthropy consultants
Staying relevant and updated
Our team will constantly adjust your plan to external conditions and life transitions to ensure your goals are proactively, strategically managed. This saves you time and worry when making important decisions. You know your financial affairs are in order and will remain on track to reach your goals throughout your life – the ultimate benchmark of success.
Guiding you through major life transitions
With the specialized assistance of our BMO Private Wealth partners, we can add significant value when helping you and your loved ones to prepare for major milestones or manage periods of transition; for example, when you:
Get married or divorced
Inherit money
Win a lottery
Start a family
Buy or renovate your home or vacation property
Decide to fund an education
Buy or sell a practice or business
Change your career
Plan for and enter your retirement years
Have an accident or are diagnosed with a major illness
Wish to make a major charitable contribution