Our aim is to help you transfer wealth to the next generation tax-effectively. As part of this service, we will help you with your family, often advising three generations at once.


Your children:

We can help your children to save up for a first car or first home. If they are starting to invest, we will take them through the investing basics. If they want to buy Apple or Disney stocks, we explain the advantages and potential pitfalls and make them feel supported. When they begin a family, we can help them to invest for their children’s education. Later in life we will be here to guide them through the executor process as they manage your estate or engage BMO Trust Company to provide executor services.



Taking care of your parents?