Our services are all about helping you Build more with Mah™ at every stage of life – whether you’re getting married, buying a house, planning for retirement or living in retirement.
We start the process by executing on our mission, which is to have meaningful conversations with you – in which we listen more than we talk – so we can learn about you and understand you. Which allows us to build an effective financial plan for you that draws from the vast weight and knowledge of BMO Financial Group.
That plan will use a straightforward combination of just the right products, services and strategies for your unique situation. We say straightforward because we believe that the investing world is made unnecessarily complicated and mysterious. We make it far less so by having the many decades of experience it takes to comfortably say “no” to strategies that aren’t right for you. And that’s how you build more with Mah.
We also believe in having a real human touch, so if you want to learn more, let’s talk! Just call us at (416) 928-1104 or click here to reach us through our Contact Us page.
Helping you achieve your personal and professional financial goals is our focus. We combine our extensive wealth management experience with a highly customized approach to growing and preserving your wealth. We manage your investments in a manner that reflects your wishes and needs, and apply a prudent and disciplined approach that emphasizes risk management. Your dedicated wealth professional, backed by a team of specialists, and your own investment plan ensure that your unique financial needs take top priority and that you are free from having to make day-to-day investment decisions.
The first full-featured unified managed account (UMA) in Canada. You benefit from a greater level of diversification and monitoring that provides an opportunity to enhance return potential while seeking to limit volatility. Within a single account, you have access to unparalleled investment alternatives, including a wide range of leading money managers, a selection of top-ranked mutual funds and Exchange-Traded Funds (ETFs), in addition to value-added services such as automatic rebalancing and enhanced tax management which combine to provide a more robust approach to portfolio management. You also receive the comfort of multiple layers of monitoring – BMO Nesbitt Burns Portfolio Management Advisory Group, external investment consultants, and us as your investment advisor. For a minimum investment of $100,000, the Architect Program delivers enormous benefits through a single, simplified solution.
The key to ensuring better and more timely investment decisions is understanding your circumstances, objectives, preferences, and risk tolerance before recommending personalized strategies or individual securities. With the BMO Nesbitt Burns Meridian Program, the process of getting to know you and your preferences is now even easier. With the Meridian Program, you receive the benefits of full-service advisory support from us along with the convenience and flexibility of Internet access for one all-inclusive fee based on assets under administration.
Effective trust and estate administration is the surest way to safeguard your prosperity for the future and to ensure a smooth and orderly transition to your heirs. BMO Trust Company offers a complete range of trust and estate services. You choose how you want to work with us.
Where BMO Trust Company acts as an executor, we ensure that estates are administered impartially, prudently, efficiently and with a high level of confidentiality. Our Agent for Executor services offer convenience, peace of mind, and support where you have been named as an executor of an estate.
BMO Trust Company can act as a trustee, providing professional administration of personal and purpose trusts – whether established during your lifetime or through your Will.
Balancing the intricacies of your financial landscape requires more than just advice – it demands a tailored strategy that aligns with your unique aspirations. BMO Private Wealth offers you a comprehensive array of services designed to harmonize your wealth aspirations. From risk management and tax planning to estate planning, trust management, business succession, retirement planning, and philanthropic giving – each element is carefully woven into a personalized plan for lasting financial security.
• Insurance & risk management
• Tax Planning
• Estate Planning
• Trust Management
• Business Succession & Family Governance
• Retirement Planning
• Philanthropic Giving