Tailoring Wealth Solutions for Your Unique Goals

 

 

No matter where you are in life, we help individuals, families, successful entrepreneurs, business professionals and corporations by providing expert financial advice.

 

We’re here to help you plan for the expected and the unexpected in your life. From getting married, buying a home, planning for a child’s future to building a business, we can help you through these important periods of transition.

 

 

Meet The Team

 

Wealth Management is a Family Affair

 

At Ferrie Petruccelli Wealth Management Group, we firmly believe that wealth management is a family affair. Many planning decisions will have a major impact on you and your family members. Our integrated and multi-disciplinary wealth management process addresses all aspects of managing, protecting and transferring wealth.

 

By following a structured approach to family wealth management, we believe it’s important to address the whole picture leaving nothing to chance.

 

In order to attain your family’s goals, it is important to know where you are today, where you want to go and how you are going to get there. Our team will work collaboratively with you, your family and members of your wealth management team to recommend customized strategies for achieving all of your objectives.

 

Our Approach

 

 

BMO Family Office specializes in guiding highly successful individuals and families through the complexities of substantial wealth, providing tailored solutions that meet their objectives with confidence.

 

About BMO Private Wealth

Backed by over 200 years of stability and resources of BMO Financial Group, BMO Private Wealth is built on a proven track record with two long-standing successful legacy businesses: BMO Private Banking and BMO Nesbitt Burns. 

BMO Private Wealth's multi-disciplinary team of professionals from one of North America’s leading full-service investment firms and Canada’s best private bank* take a holistic and proactive approach to helping you navigate the complex process of managing your wealth. 

BMO Private Wealth is a brand name for a business group consisting of: Bank of Montreal, BMO Nesbitt Burns, BMO Private Investment Counsel Inc. and BMO Trust Company. Not all products and services are offered by all legal entities within BMO Private Wealth.  Further details.

*