Before making recommendations, we take the time to understand you, your family, and your overall financial situation in depth.

Once we understand your goals, needs, and preferences, we are well positioned to build a tailored portfolio and comprehensive Wealth Plan. We also help you make informed financial decisions aligned with your long-term objectives.

 

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We help address your priorities by:

  • Define your short- and long-term goals.
  • Allocating your assets based on your profile and market conditions.
  • Building an optimized, resilient, risk-adjusted portfolio.
  • Transitioning to an income-generating portfolio in retirement.
  • Designing a tax-efficient estate.
  • Planning proactively for major purchases or expenses.
  • Staying up to date on tax regulations, industry changes, and global influences.
  • Managing multigenerational wealth planning as your needs evolve.

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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