Your financial life is connected. Your wealth plan should be too.

At Granite Shield BMO Private Wealth, we bring your goals, investments and planning priorities together. Working with you and the appropriate specialists, we help coordinate the decisions that shape your retirement, your business and your family’s future.

Your Wealth. One coordinated strategy.

Each piece of your financial life fits into one clear plan.

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Investment Management

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Tax Planning

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Insurance

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Private Banking

 

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Retirement Planning

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Estate Planning

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Business Succession

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Philanthropy

Your Wealth. One coordinated strategy.

Each piece of your financial life fits into one clear plan.

  • Investment Management
  • Tax Planning
  • Insurance
  • Private Banking
  • Retirement Planning
  • Estate Planning
  • Business Succession
  • Philanthropy

The expertise behind your plan

As part of BMO Private Wealth, we work as one team, bringing our experience, specialist expertise and banking resources together to support your plan.

 

Client Promise Wheel

Workplace Savings & Retirement

Already offer a group plan?
Make sure it’s still the right one.

We help you review your current plan’s fees, investments and service, and explore the BMO | LINK Workplace Savings Platform, supporting workplace savings solutions such as Group RRSPs, Group TFSAs, DPSPs and Defined Contribution (DC) Pension Plans for your business and your employees.

 

View the Two-Page Overview

For your business

  • No administration costs
  • One digital platform for complete plan management
  • Real-time employer reporting and visibility
  • Admin efficiency
  • Support throughout the transition

For your employees

  • Lower fees, more long-term savings
  • Diversified ETF portfolios managed by investment professionals
  • Guided digital enrollment and account management, engaging retirement savings experience
  • Financial education through Lunch & Learn sessions
 

Workplace Savings & Retirement

Already offer a group plan?
Make sure it’s still the right one.

We help you review your current plan’s fees, investments and service, and explore the BMO | LINK Workplace Savings Platform, supporting workplace savings solutions such as Group RRSPs, Group TFSAs, DPSPs and Defined Contribution (DC) Pension Plans for your business and your employees.

 

For your business

  • No administration costs
  • One digital platform for complete plan management
  • Real-time employer reporting and visibility
  • Admin efficiency
  • Support throughout the transition

For your employees

  • Lower fees, more long-term savings
  • Diversified ETF portfolios managed by investment professionals
  • Guided digital enrollment and account management, engaging retirement savings experience
  • Financial education through Lunch & Learn sessions

 

View the Two-Page Overview

Let’s bring your financial priorities together.

Start a conversation about what matters to you and how we can help you plan for it.

Start a Conversation