BMO WealthPath® is a financial wealth planning process that can be changed as your life changes. Our simplified, interactive approach to wealth planning helps you feel more connected to your finances.
See a visual timeline of your finances and goals pre- and post-retirement.
Plan in a fully digital platform that makes tracking your goals easier and quicker.
Try out different financial “what-if” scenarios to find the best options for you.
We’ll start by conducting a discovery session to find out what’s important to you. Once your unique goals and financial situation are captured in WealthPath, your financial picture will come to life. You’ll see where you are, where you want to go and how you can get there. When your WealthPlan is complete you can go online whenever you want to review your plan and try out different “what-if” scenarios to find the best financial options as your circumstances or goals change.
Advice: Informed, ongoing guidance to keep you on track to achieve your financial goals Wealth Management: Holistic, unbiased stewardship of your complete financial picture (financial, tax and estate planning; retirement and educational savings; insurance; philanthropy, etc.) Referrals: Professional services alliances, designed to connect you with a network of independent experts, including accountants, lawyers, lenders, and insurance experts Discipline: Unwavering focus on your long-term objectives to prevent the emotional ups and downs of investing Education: Information and resources to help you participate in – and maintain ownership of – your financial future Meetings: Ongoing touch points based on your personal needs – meetings, phone calls, email correspondence, etc. Estate Planning: An effective action plan to ensure that your wishes are secured Tax Planning: To ensure your financial plan is efficient, and your tax liability minimized Goal-Setting: Clear consistent priorities, followed by regular monitoring, review and assessment Risk Management: Identification, measurement and mitigation of investment risks, according to your risk tolerance parameters, to best preserve – and grow – capital Insurance Consulting: Recommendations to maintain and protect your financial stability (including segregated funds, annuities, disability, critical illness and long-term care) Retirement Savings: Comprehensive solutions to help you accomplish your aspirations for a successful and fulfilling retirement Education Savings: Conversations about alternative options to saving and investing, like TFSAs, life insurance – and non-registered, trust or corporate business accounts Research: From industry trends to the specific macro and micro-economics factors that impact your individual financial plan, we keep you informed
The right Investment strategies to meet your needs. An investment advisor can help you achieve your financial goals. Contact us today.
Rick J. V. Brenneman