Wealth Planning

Collaborative Approach: We work with our clients, and their other professionals, to tailor a detailed, custom and comprehensive wealth plan.

Living and Dynamic Document: a detailed summary of our analysis, updated as our client’s lives change.

Answering The Big Questions: based on what you have, can you maintain your lifestyle and support your goals long-term?

Optimizing Wealth:

Enhanced Current Snapshot: identifying any risks and/or opportunities in our client’s current wealth management, based on current circumstances.
Proactive Anticipation of Needs: our wealth plans never sit on a shelf collecting dust, we have a system to ensure ongoing engagement. We provide guidance when approaching key milestones, and proactively anticipate upcoming needs.

Business Analysis: consultation to strengthen protection and enhance wealth management. Looking at tax optimization, structure, shareholder agreements, insurance, valuation, family enterprise support, and succession planning.

Estate Planning & third party analysis: identifying our clients’ goals, analysis of strategies, and ensuring wishes are accurately documented. Providing third party analysis to verify quality.

Philanthropic Support: protecting our client’s charitable intentions now and in the future, while also ensuring that they do so in a smart way.

Concise Recommendations: personalized recommendations on all aspect of our client’s wealth, with clearly defined next steps, and guided by what is important to them.

Progress Tracker: 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.

Team of Experts: 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.