To ensure we meet all your needs we first take the time to understand your goals and dreams about your family, work, lifestyle and money. We’ll engage our passionate and diverse team of BMO Wealth specialists.
This includes our investment and wealth planning teams, our estate and trust, business succession, tax and philanthropy experts. By bringing our best people together we’ll ensure you have a truly comprehensive wealth plan. We understand that wealth enables unique opportunities and advantages, but also includes complexity, responsibility and, at times, conflict.
Meet The Team