1501, avenue McGill College
We know that your needs and goals are unique to you and change over time. We get to know you and your financial situation to establish clear goals, and create custom solutions to help you get to where you want to be.
Whether your retirement goals are simple or complex, it takes careful planning to bring them to life. We work with you to help you plan, so that you not only enjoy the retirement you planned for, but that your retirement years are as rewarding as possible.
Estate Planning and Tax Specialists
|Trust and Executor Services
We can engage experts such as BMO Trust Company to offer the unique protection and tax-savings potential of trusts. BMO Trust Company can also provide will reviews and will direction as part of your overall wealth plan. Executor services are also offered to help ease the burden of administering an estate.
Asset preservation is an integral component of a comprehensive wealth plan. In partnership with our Estate and Insurance Advisors, we can recommend insurance solutions that will complement your overall wealth strategy and provide a greater sense of assurance.
|Asset Management and Investments
With access to a world of investment solutions, we will recommend specific solutions that are tailored to your needs while complementing your overall wealth management strategy – everything from fee-based, managed solutions and traditional investments, to alternative investments and structured products.
|Business Succession Planning
Succession planning is a process, not an event. Proper planning can ensure the ongoing stewardship of the business you have worked so hard to build. We can assist you with planning for retirement and the transition of management and ownership of your business, whether to a family member, employee or a third party.
Whether you’re looking to secure a mortgage, personal loan or line of credit – or if you require more specialized lending services to fulfill and optimize your wealth management strategy – we will work with you to access the expertise of a BMO Bank of Montreal lending specialist.
Strategic philanthropy and charitable giving is an extension of your personal beliefs and convictions. We can help you implement a solution that will have a long-term impact and enduring difference in your community and create a lasting family legacy. The solution may be anything from a donor advised fund to the creation of a private foundation.