Collaborating with BMO specialists

Working with a passionate, collaborative team of BMO Private Wealth specialists, I will create your customized and complete WealthPlan. After working to truly understand your short- and long-term goals, together we will advise you regarding tax considerations, create trusts if required, and help you plan and protect your estate and legacy.
 
My broad network of BMO Private Wealth specialists brings you tremendous financial bench strength:

  • Will reviewers

  • Private Banking professionals

  • Tax planners

  • Business and Commercial Bankers

  • Asset managers

  • Investment bankers

  • Trust and estate planners

  • Risk management experts

  • Insurance specialists

  • Business succession specialists

  • Credit consultants

  • Strategic philanthropy consultants


I will constantly adjust your plan and banking services to external conditions and life transitions to ensure your goals are proactively, strategically managed. This saves you time and worry when making important decisions. You know your financial affairs are in order and will remain on track to reach your goals throughout your life – the ultimate benchmark of success.

Guiding you through major life transitions

With the specialized assistance of my BMO Private Wealth partners, I can add significant value when helping you and your loved ones to prepare for major milestones or manage periods of transition; for example, when you:

  • Get married or divorced

  • Buy or sell a practice or business

  • Inherit money or win a lottery

  • Change your career

  • Start a family

  • Plan for and enter your retirement years

  • Buy or renovate your home or vacation property

  • Have an accident or are diagnosed with a major illness

  • Decide to fund an education

  • Wish to make a major charitable contribution


Multigenerational planning

I will involve the whole family in the wealth management process to help everyone both financially and personally. When sons and daughters join the conversation and dialogue is open and honest, everyone is informed and engaged, and families are well-positioned to build wealth that can last for generations.
 
I can help your sons and daughters to save for a first car or first home, help them start to invest and learn the basics of wealth stewardship. When they start a family, I can help them invest for their children’s education. Later in life I will guide them through the executor process as they manage your estate or engage BMO Trust Company to provide executor services.
 
In addition, I can assist your parents with legacy planning, help them generate a steady income from their investments, and assist with their account management and estate planning to make the wealth process easy and enjoyable.