Serving the unique and sophisticated needs of medical professionals.

Our team specializes in advising physicians and residents at every stage of their medical careers. With long hours, busy schedules and the other extreme demands of your profession, you need your complex financial affairs to be streamlined and simplified.


We provide much more than experienced, integrated wealth management advice. What sets us apart is the collaborative way in which we approach the full spectrum of your wealth considerations. We bring all the experts you need to the table who have extensive experience working together to serve the needs of ultra-affluent clients.


We work very collaboratively with our specialist partners across BMO Private Wealth to offer you:


  • Complete wealth services: Banking, borrowing, investing and wealth planning strategies for MDs, all under one convenient roof.
  • Disciplined wealth planning by Certified Financial Planners (CFPs®) based on your own goals rather than market benchmarks, along with help minimizing taxes and diversifying your portfolio.
  • Strategies to plan for an ideal retirement as you define it.
  • Estate planning services delivered by actual lawyers.
  • Tax planning strategies from CPAs with experience at the big accounting firms.
  • Discretionary wealth management. Delegate your investment decisions to our team to alleviate financial pressures.
  • A dedicated BMO Private Banker and BMO Commercial Banker to save you time and money when banking, borrowing and securing capital.
  • Practice succession planning. Advice from our Business Advisory Team on how and when to divest and transition your wealth tax-effectively to support your loved ones and charities.
  • Advice on incorporation for tax benefits in context of your overall Wealth Plan.
  • Expertise at reducing debt and boosting cash flow.
  • Astute management of your medical corporation, RRSP, various insurance policies and strategies, corporate accounts, real estate, and other holdings or financial components.




Contact us to discuss your unique needs and vision for your family and practice.

We will contact you shortly to share more information about our approach to servicing your unique and sophisticated needs as a medical professional.