Our Services

Portfolio Management Solutions

Fee-based Solutions
Designed for clients who wish to actively participate in the decisions involving their investments. We will customize an investment portfolio to help you achieve your goals, choosing from a wide variety of traditional investment options, including Canadian and U.S. equities and equity derivatives, new issues, fixed income products and investment funds.

Managed Asset Programs
Designed for clients who want to delegate the day-to-day investment decision making and ongoing monitoring of the markets to the industry experts.

We will work with you to create an ideal portfolio to help you meet your investment goals. Together, with a team of industry experts we provide rigorous, ongoing oversight and portfolio management to ensure your investments are in line with your objectives and remain focused on your goals.

 

Estate Planning

Your estate plan forms a key component of your overall strategy. We will help identify planning opportunities and issues, and if required, introduce experts to advise you on strategies that suit your circumstance.

 

Trusts & Executor Services

With the assistance of BMO Trust Company, we are able to offer you the following trust services:

  • the unique protection and tax-savings potential of trusts

  • will reviews and will direction as part of your overall comprehensive plan

  • executor services to help ease the burden of administering an estate.

 

Insurance Planning

Asset preservation is an important component of a comprehensive plan. In partnership with our Estate and Insurance Advisors, we can recommend insurance solutions that will complement your overall wealth strategy and provide greater sense of assurance.

 

Cash Management

We offer several options that provide you with customized and innovative cash management solutions.

  • BMO Nesbitt Burns cash management accounts provide you with instant access to the cash held in your investment account through ABMs, cheques and telephone and online banking. As well you have access to a line of credit based on the margin available in your investment account.

  • BMO Harris Platinum Banking is designed to simplify your most complex banking requirements and provide you with the best banking service possible. Platinum Banking will meet your sophisticated personal and professional banking needs by providing you with a customized mix of solutions.

 

Philanthropy & Planned Giving

Strategic philanthropy and charitable giving are extensions of your personal beliefs and convictions.
We can help you achieve your philanthropic objectives through a variety of tax-efficient planned giving strategies.

 

Lending Services

Whether you’re looking to secure a mortgage, personal loan or line of credit – or if you require more specialized lending services to fulfill and optimize your wealth management strategy – we will work with you to access the expertise of a BMO Bank of Montreal lending specialist.


IT WOULD BE OUR PLEASURE TO FURTHER EXPLAIN
OUR PERSONAL APPROACH IN A PRIVATE CONSULTATION
 

« Strategies tailored to your needs. »