Our comprehensive wealth plans include investment management; retirement; estate and tax planning; trust services; business succession planning; insurance solutions; philanthropic giving; private and commercial banking; and more. With integrity, objectivity and transparency, we will put your interests first and provide unbiased advice.
Before we make recommendations, we will get to know you and your family, business or professional practice to understand your goals, needs, fears, wealth structure, time horizon, liabilities and preferences. To create your customized and complete wealth plan, we will network with an experienced team of BMO Private Wealth specialists to bring 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
Once we understand your long-term objectives, appetite for risk, need for cash flow and stable returns, and the tax efficiency of your investment strategy, we will design a disciplined, high-quality portfolio customized to your needs, no matter how complex. Our disciplined portfolios are designed to thrive even through difficult markets and emphasize risk management, diversification across asset classes and tax-efficiency. Our recommendations are based on highly respected research coverage from BMO Capital Markets and select third-party research providers, and we will continually rebalance your portfolio to maintain the asset allocation percentages we have agreed upon.
To help you achieve your vision of success, our team will constantly adjust your plan and our services according to your evolving needs. We can add significant value when helping you to prepare for major life milestones or periods of transition.