Through BMO Private Wealth, we bring a team approach across multiple disciplines to manage our client’s wealth in a way that mirrors what many refer to as a family office.
Our wealth management process involves 4 steps:
- Step 1: Professional investment management
- Step 2: Financial planning and projections
- Step 3: Wills and Estate plan reviews
- Step 4: Insurance reviews
This 4 step process combined with our team of professionals enables us to focus on what is important for you, your family and your legacy.
Other team services:
- US cross border banking (US domiciled)
- Commercial banking
- Corporate finance
- Mergers and Acquisitions
