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Vice President, Investment Advisor, Portfolio Manager
100 Ouellette Avenue
1399 Grand Marais Blvd.
To help ensure a smooth transition.
A well thought out estate plan is critical to protect and transition your wealth to the next generation. Even if you've already designated beneficiaries on your financial accounts, having an estate plan that utilizes trusts can help to ensure that your assets are distributed tax efficiently, without unnecessary delays and according to your wishes.
BMO Trust Company's trust and estate professionals are knowledgeable about tax implications and interpersonal relationships. They can help you manage the key components of your estate plan including your will, powers of attorney, trust administration, corporate executorships, and the disposition and settlement of your estate.