Understanding your unique needs and circumstances is at the heart of our wealth management approach. Our two-way process allows us to work together to develop and implement a customized strategy tailored to meet your goals.
We draw upon the full depth and breadth of the BMO Financial Group of Companies to provide you with an integrated and multi-disciplinary wealth management solution. This includes all aspects of managing, protecting and transferring wealth, including investments, insurance, tax efficiency, estate planning, retirement planning, cash management, planned giving, trusts and wills. Retirement Planning Whether your retirement goals are simple or complex, it takes careful planning to bring them to life. We work with you to help you plan, so that you not only enjoy the retirement you planned for, but that your retirement years are as rewarding as possible. Estate Planning and Tax Specialists An estate plan is a key component of your overall wealth management strategy. We 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 We can 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, we 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, we will 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. We 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 – we will work with you to access the expertise of our BMO Bank of Montreal Senior Banker. 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. Philanthropic Services Strategic philanthropy and charitable giving is an extension of your personal beliefs and convictions. We 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.