Working with a passionate, experienced team of BMO Private Wealth specialists, we will create your customized and complete Wealth Plan. Our broad network of BMO Private Wealth specialists brings you tremendous financial bench strength:
Many of our clients’ top priority is ensuring that their wealth enriches the lives of their loved ones. To ensure that your family is well looked after:
With the specialized assistance of our BMO Private Wealth partners, we can add significant value when helping you and your loved ones to prepare for major milestones or manage periods of transition; for example, when you:
We can engage our partners at BMO Trust Company to offer the unique protection and tax-saving potential of trusts. BMO Trust Company can also provide will reviews and will direction as part of your overall wealth plan. Executor services are also offered to help ease the burden of administering an estate
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.
BMO Private Wealth offers a full range of Platinum Banking solutions that can provide you and your family with highly customized and innovative products and services. Your dedicated Private Banker will help you and your family to simplify and enhance your financial journey. Navigating intricate financial situations and structuring complex transactions, they will help you achieve your financial objectives, manage the challenges that can come with significant wealth, and offer you bespoke rates, lending solutions and privileges.
For your cross-border needs, we can introduce you to a Private Banking professional at BMO Harris Private Banking.
An estate plan is a key component of your overall wealth management strategy. We can help identify planning opportunities and issues, as well as introduce experts to advise you on strategies that suit your circumstances and oversee the successful implementation of your personal estate plan. With planning, you can maximize the value of your estate, equalize your estate if you are a business owner, minimize taxes, and have control how your estate will be distributed.
Ask us about estate administration options that are available through BMO Trust Company, especially if you have a complicated estate involving multiple properties or are a business owner.
Asset preservation is an integral component of a comprehensive wealth plan. In partnership with our Estate and Insurance Advisors, we can recommend insurance solutions that will complement your overall wealth strategy, help you build a tax-efficient estate, and provide a greater sense of assurance.
Succession planning is a process, not an event. Proper planning can ensure the ongoing stewardship of the business you have worked so hard to build. We can assist you with planning for retirement and the transition of management and ownership of your business, whether to a family member, employee or a third party.
Strategic philanthropy and charitable giving is an extension of your personal beliefs and convictions. We can help you implement a solution that will have a long-term impact and enduring difference in your community and create a lasting family legacy. The solution may be anything from a donor advised fund to the creation of a private foundation.
Isner Crouse Wealth Advisory Group