At Bongard Wealth Advisory, we collaborate with BMO Harris Private Banking, BMO Commercial Banking, BMO Trust in Canada, and BMO Wealth Management in the U.S. to deliver a comprehensive suite of banking solutions that streamline and enhance financial management for both personal and corporate clients. Our aim is to provide you with convenient, efficient, and fully integrated services that align with your financial goals.

BMO Harris Private Banking: High-Touch, Personalized Service

Our Private Banking services offer a dedicated Private Banker who leads a team of experts to meet your unique banking and borrowing needs. They work closely with you to deliver specialized solutions, including:

  • Customized Cash Management: From personal to business needs, our Private Bankers provide cash flow solutions with exclusive banking packages, preferred exchange rates, and access to a global ATM network.
  • Specialized Lending Solutions: Our team tailors lending strategies to leverage the value of your assets, offering options like investment loans, mortgages for personal or investment properties, and customized credit lines.
  • Cross-Border Banking: With seamless integration across Canada and the U.S., we support clients with cross-border accounts, credit options, and U.S.-dollar loan services, ensuring smooth financial management on both sides of the border.
  • Dedicated Advice and Support: Your Private Banker provides ongoing, personalized support, understanding your goals and guiding you in decisions for cash flow management, lending, and investment opportunities.

BMO Business and Commercial Banking: Strategic Solutions for Business Owners

Through our partnership with BMO Business and Commercial Banking, we offer tailored solutions for business owners and incorporated professionals. This partnership delivers a broad range of services, including:

  • Debt and Credit Facilities: Comprehensive options to meet both short- and long-term financing needs, designed to help businesses access capital for growth.
  • Cash Flow and Deposit Management: Strategies to optimize cash flow, supporting efficient operations and timely transactions.
  • Capital Market Transactions and M&A Support: Expert guidance on navigating capital markets and structuring mergers or acquisitions, ensuring seamless transitions for growing businesses.

Whether your business is small or large, our solutions are crafted to address the unique complexities of business ownership, supporting growth, stability, and sustainability.

BMO Trust: Estate and Trust Services for Legacy Planning

With BMO Trust, we provide clients with expert estate and trust services to manage wealth transfer and preserve family legacies:

  • Estate Planning and Executor Duties: Comprehensive support for estate planning, helping executors manage estate distribution efficiently and effectively.
  • Corporate Executor and Trustee Services: Specialized assistance with corporate trusts and navigating complex legal and financial structures.
  • Philanthropic Management: Assistance in establishing family foundations or charitable trusts, creating lasting legacies aligned with your values and goals.

BMO Trust offers peace of mind by handling complex estate matters and ensuring that your wealth is preserved for future generations.

BMO Wealth Management USA: Seamless Cross-Border Banking Solutions

For clients with cross-border needs, our partnership with BMO Wealth Management USA provides integrated Canadian and U.S. banking solutions:

  • Flexible Credit Options: Access to mortgages, lines of credit, and specialized lending solutions across borders, facilitating liquidity and flexibility wherever you operate.
  • Coordinated Cross-Border Accounts: Simplified management of Canadian and U.S. accounts, streamlining transactions between the two countries.
  • Dedicated Cross-Border Support Team: Our cross-border experts provide real-time insights and guidance on tax, legal, and financial considerations unique to U.S.-Canada transactions.

Our cross-border banking services eliminate the complexities of managing assets across borders, allowing you to focus on your wealth and growth.

Experience Personalized, Comprehensive Banking

Banking with BMO Private Wealth means more than just transactions—it’s a strategic partnership dedicated to supporting every aspect of your financial journey. Contact us today to learn how our banking solutions can simplify your financial life and enhance your overall wealth strategy.

 

Contact Us Today To Explore Our Banking Services