Goals-based wealth management

Before we make recommendations regarding your investments or wealth planning, we will devote the time to get to know you and your family, business or practice in depth.

Once we have a sound understanding of your goals, needs, fears, wealth structure, time horizon, liabilities and preferences, we are well positioned to build a tailored portfolio and comprehensive Wealth Plan to address them. We are also available to help you make pragmatic financial decisions that can help you achieve your vision of success.

 

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We can address your priorities by helping you to:

  • Define your short- and long-term goals.
  • Allocate your assets according to your profile and market conditions.
  • Build an optimized, resilient, risk-adjusted, balanced portfolio and Wealth Plan.
  • Transition to an income-generating portfolio in retirement.
  • Design a tax-efficient estate.
  • Plan proactively for major purchases or expenses.
  • Stay up-to-date on the latest tax regulations, industry reforms and global influences.
  • ​Manage multigenerational wealth family planning for your evolving needs.

Our Specialties:

 

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Estate Planning

We are happy to introduce our clients to our team of in-house Estate and Insurance Advisors to ensure that they obtain professional guidance and advice to meet their individual needs. BMO Private Wealth professionals will work with you to create a comprehensive estate plan that aligns with your values.

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Managed Accounts

The Architect Program is a new kind of managed account solution – a unified managed account (UMA) that brings together the best of mutual fund investing (broad and accessible diversification) with the best of separately managed accounts (institutional money management, customized portfolios, and direct ownership of the underlying securities). All brought together in one coordinated portfolio, with all the rigorous oversight and due diligence from our internal and external teams.

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Individual Pension Plans

We have combined the actuarial services of Gordon B. Lang & Associates Inc. with our corporate trustee, BMO Trust Company to deliver a simplified account opening process. IPPs offer higher contribution amounts, full creditor protection of assets, the opportunity to make additional tax deductible contributions when investment performance is insufficient, and the ability to accumulate a much greater pool of capital for retirement.

Ready to take control of your finances?

Let's start the conversation, contact us to book a consultation.

 

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