Our Services

We offer, in collaboration with specialists from BMO Financial Group and BMO Private Wealth as needed:


Wealth Planning

  • Diversified asset allocation

  • A balanced, customized, comprehensive investment portfolio

  • A full suite of investment options, delivered objectively

  • A broad range of holistic banking services from BMO Financial Group and BMO Private Wealth


Personalized Retirement Planning

  • Customized retirement plan

  • Tax-effective retirement strategies and vehicles, including Registered Retirement Savings Plans (RRSPs)

  • Strategies to help you manage your investments and savings without support from a regular salary, or finance retirement expenses (a new property, new business or travel)


Estate and Insurance Planning

  • Effective estate and insurance plan

  • Solutions to shield your assets from taxes and probate

  • Planning to bring you peace of mind


Career Transition Planning

  • Financial planning to help you manage a career change

  • Advice to help you make the best financial choices during transitions

  • Savings and investment strategies to pursue new options

  • Business succession planning