Wealth Planning

A wealth plan helps you understand where you are and where you want to be. We create a plan to help get you there.

 

Learn More

Investment Management

If your goal is to grow and/or preserve your wealth, we can suggest an investment strategy that's right for you.

 

Learn More

Responsible Investing

We work with clients to invest responsibly and work towards a better future.

 

Learn More

Banking & Borrowing

A BMO Private Wealth professional will help you with banking and borrowing solutions for your personal and business needs.

 

Learn More

 

 

Estate Planning

BMO Private Wealth professionals will work with you to create a comprehensive estate plan that aligns with your values.

 

Learn More

Philanthropy

If leaving a legacy is important to you and your family, we can help you create a strategic plan that aligns with your values.

 

Learn More

Retirement

Retirement has changed and, when you're ready, we'll help you prepare your unique plan as you move towards a new stage.

 

Learn More

Tax Planning

Tax minimization is a key strategy to manage your wealth. A BMO Private Wealth professional will work with your current tax team to help you effectively manage your assets.

 

Learn More

 

 

Business Owner Advisory & Succession Planning

We help with wealth planning and succession strategies for your business and family.

 

Learn More

Executive & Professional Services

You're busy managing your business, so our expert teams will help you create a customized plan to help preserve and grow your wealth.

 

Learn More

Professional Athlete Wealth Management

The Athlete Advisory Team is a group of BMO Private Wealth professionals with expertise and experience providing professional athletes tailored financial solutions that cater to their unique needs and goals.

 

Learn More

Cross-Border Solutions

If you spend a significant amount of time in the U.S., we can help you manage your financial needs on both sides of the border.

 

Learn More

We Operate with Integrity
  • We always put our clients’ needs ahead of everything else.
  • We work with you to select the best products to suite your needs.
 
We Offer Strength and Stability
  • Our team is backed by a 200-year legacy of trust, insight and thought leadership.
  • You’ll have full access to the insight and resources of a network of experts at BMO Private Wealth and BMO Capital Markets, as recognized leaders in providing comprehensive investment and wealth advisory services.
 
We are Accessible
  • Rather than operating as individual contributors, we work as a team, so there is always someone here who knows you. This means we can offer relevant help if you have pressing questions while your advisor is on vacation or out of the office.
  • Your calls should never get missed, so we do our utmost to ensure you reach a real person rather than a machine.
 
We are Informative
  • We believe in educating and informing you about your investments, industry terms and the global markets. Clients who understand what’s going on tend to trust us because they understand our recommendations and the market and economic forces that influence their portfolios.
 
We are Flexible 
  • We will meet with you at your home or office or host meetings at of our BMO branch locations (see the back cover for addresses).
  • We provide remote services such as video meetings, electronic document signing, online account access through Gateway, and other efficiencies.