We work with our clients, and their other professionals, to tailor a detailed, custom and comprehensive wealth plan.
A detailed summary of our analysis, updated as our client’s lives change.
Based on what you have, can you maintain your lifestyle and support your goals long-term?
Consultation to strengthen protection and enhance wealth management. Looking at tax optimization, structure, shareholder agreements, insurance, valuation, family enterprise support, and succession planning.
Identifying our clients’ goals, analysis of strategies, and ensuring wishes are accurately documented. Providing third party analysis to verify quality.
Protecting our client’s charitable intentions now and in the future, while also ensuring that they do so in a smart way.
Personalized recommendations on all aspect of our client’s wealth, with clearly defined next steps, and guided by what is important to them.
A document that visually shows progress alongside our clients’ wealth plans. Providing peace of mind, and a leading indicator for adjustments that may be required.
We have a team of specialist both within BMO and external, which we consciously selected for being the best in their field. Surrounding ourselves with a team of highly skilled experts allows us to take each area of our client’s wealth planning to the next level of detail.