Collaborating with BMO specialists.Working with a passionate, experienced team of BMO Private Wealth specialists, we will create your customized and complete Wealth Plan. After working to truly understand your short- and long-term goals, together we will advise you regarding tax considerations, create trusts if required, and help you plan and protect your estate and legacy. Our broad network of BMO Private Wealth specialists brings 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
Staying relevant and updated. Our team will constantly adjust your plan and banking services to external conditions and life transitions to ensure your goals are proactively, strategically managed. This saves you time and worry when making important decisions. You know your financial affairs are in order and will remain on track to reach your goals throughout your life – the ultimate benchmark of success. Guiding you through major life transitions. With the specialized assistance of our BMO Private Wealth partners, we can add significant value when helping you and your loved ones to prepare for major milestones or manage periods of transition; for example, when you:
Get married or divorced
Buy or sell a practice or business
Inherit money or win a lottery
Change your career
Start a family
Plan for and enter your retirement years
Buy or renovate your home or vacation property
Have an accident or are diagnosed with a major illness
Decide to fund an education
Wish to make a major charitable contribution