Bridging the gap between generations.

We help families like yours with some of the most emotionally charged decisions you’ll ever have to face – from the care of a loved one, to the planning and execution of your estate.


Whether it’s paying bills, managing property, selling international assets, or liaising with beneficiaries, we work together to simplify the inherent complexities of wealth, crafting professional, collaborative solutions that ensure your family is protected today, and always.


The first stage of estate planning is preparation. We listen to you and create a comprehensive plan that sets out how you will transition your wealth. We also offer guidance on tax strategies to maximize your family’s wealth over time, managing assets, setting up trusts, and developing estate plans that cross jurisdictions.




We help you answer some common questions such as:

  • How will my wealth and possessions be distributed?
  • Can I preserve even more of my wealth for my heirs with a trust fund?
  • How can I ensure that my financial and digital assets, mementos and heirlooms are easily located?
  • How can I make things easier for my loved ones during what may be a difficult period?
  • Who will ensure that my ultimate wishes are carried out after my death?

Wealth planning made easier for you

We know wealth builds complexity and the more money you have, the greater the complexity. Whether you have recently acquired wealth or you’re looking for a different perspective on how to manage your wealth, we deliver a personalized wealth plan that’s coordinated across multiple aspects of your total wealth picture – acting as your financial roadmap.


Our holistic, proactive approach helps affluent individuals and families achieve their wealth goals at all stages of their lives. We are a team of experienced professionals who can help you save time, benefit from solid advice, and enjoy life with confidence, knowing your wealth is being well managed.


We offer complete and integrated services to help you protect and grow your wealth, plan for all your life’s stages, and enjoy financial freedom. We prioritize your interests through tailored, transparent, and objective financial advice, crafting a complete and customized wealth plan with the support of BMO Private Wealth specialists.




  • Will reviewers
  • Tax planners
  • Asset managers
  • Private Banking professionals
  • Credit consultants
  • Investment Bankers
  • Estate and trust planners
  • Insurance specialists
  • Business and Commercial Bankers
  • Risk management experts
  • Business succession specialists
  • Strategic philanthropy consultants

To help you achieve your vision of success, our team will constantly adjust your plan and our services for your evolving needs.