How we Help Since 1990, our team has delivered disciplined investment portfolios and comprehensive wealth planning services to discerning, affluent investors in Newmarket, Aurora, York Region, Ontario and across the world. With fresh thinking and the latest industry tools and solutions, we will design a resilient and customized portfolio and coordinate a client-focused team of BMO Private Wealth specialists to protect and grow your family’s net worth. We will also help you manage your potential risks, plan for steady retirement income and a tax-efficient estate, minimize tax, use insurance solutions effectively, plan the tax-conscious transfer of your wealth and business, use family trusts strategically, and choose the best philanthropic options. We will recruit and manage all the players of your customized team, including your own accountant and lawyer – there is no pressure to use BMO professionals. Contact us today.
David B. Totten