We will work with you to create a roadmap that will help you invest wisely, grow your wealth and proactively prepare you for the full spectrum of life’s financial complexities.

It’s crucial to have a well-researched and executed plan to secure the financial future you dream of for yourself and your future generations. This is why we design customized strategies that work to build and protect wealth over time, so you are empowered to enjoy a future full of rich rewards and free of worry.

We’re with you through life’s crossroads and inevitable twists and turns, helping you confidently navigate the road ahead to retirement and beyond. Along with our team of trusted, collaborative wealth specialists, we can help you simplify your financial life and achieve your short-, medium- and long-term priorities. These may include:

  • Having ample liquidity for an upcoming purchase or expansion,
  • Smart tax ­minimization strategies,
  • Solutions to manage your personal and business finances under one roof,
  • Planning to build an education fund,
  • Strategies for tax-efficient charitable giving,
  • Planning for a rewarding retirement, and
  • Planning your legacy.

We will create a sound, goals-based investment strategy to bring you the confidence of knowing you and your family are well prepared for today – and every milestone along the way.

 

Our 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