We provide creative, tailored, outside-the-box strategies and a wide range of wealth planning services, quarterbacked with precision and efficiency for very busy people.
Most of our clients are self-made entrepreneurs, company leaders and retirees who appreciate doing their private and business banking under one roof – an offering unique to BMO Private Wealth. Many of our clients are in real estate, others are retired. All appreciate our intergenerational services.
Often, we meet affluent people whose holdings are scattered. Our team can help you to manage all your assets in an integrated, holistic and coherent manner. We will manage your portfolio, tax strategies, estate plan, trusts, insurance solutions, real estate holdings, philanthropic giving, and private and commercial banking needs.
You experience simplicity and confidence as we design and manage strategies to help you meet your goals, minimize tax and address gaps and liabilities you may not have considered.
• Recognition as one of the firms’ leading teams in terms of client satisfaction
• Many decades of combined advisory experience
• Deep knowledge of investing, financial planning, commercial banking and lending
• Access to the vast resources of BMO Private Wealth, one of North America’s leading full-service wealth management firms
• Investors with investable assets ranging from $1M to $100M+
• More than $700 million in assets under management