Our Partnered Services

While we develop your investment portfolio and financial plan, we work with our in-house specialists in Estate & Insurance Planning and BMO Private Banking to provide you with a complete wealth advisory experience.

Estate Planning

 

  • Establish an estate plan to compliment your current financial situation.

  • ​​Professional trustee service through BMO Trust Company.

Insurance Planning

 

  • Implement an insurance strategy to preserve or enhance your estate.

  • Provide protection and risk management.

BMO Private Banking

 

  • Day-to-day banking and cash management services.

  • Customized lending solutions.