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Protecting Yourself from Fraud Scams

Event date and time from Mar 27, 2025 01:00 PM Eastern Daylight Time to Mar 27, 2025 02:00 PM Eastern Daylight TimeMar 27, 2025 01:00 PM Eastern Daylight Time - Mar 27, 2025 02:00 PM Eastern Daylight Time

Event location

We are excited to announce BMO's "Protecting Yourself in the Digital Age" presentation featuring BMO's Financial Crimes Unit professionals.

 

Join us to learn how to identify and help protect yourself, friends, and family against common fraud scams.

 

Attendees will:

 

  • Hear from BMO Financial Crimes Unit professionals on cyberspace and cybercrime challenges.
  • Walk away with tangible information and tools to better secure you and your family.
  • Have the opportunity to ask questions of our experts.

Please note that this is a webinar. A link will be provided upon registration. 

RSVP

A dedicated team of highly disciplined Banking, Investment, Estate & Trust, Financial Planning, Business Advisory and Philanthropic specialists.

larry

We are a dedicated investment team with over 35 years of experience advising affluent families and business owners. We focus on providing tailored investment, tax and retirement planning to individuals and corporate clients.

 

We strongly believe in working closely with our clients to develop a deep understanding of what they really need and want. We take the time to learn about their families, their businesses, and their goals for the future.

 

To arrange your complimentary consultation or for more information regarding any of our services, please contact us at 905-404-6651.

 

Meet The Team
carrie

 

 

Our approach is what sets us apart

Planning focused, our solutions are informed by insight, expertise and a commitment to help clients realize their aspirations, at all stages of life.

 

Using a holistic approach, Larry collaborates with his colleagues in BMO Private Wealth to design integrated solutions to enable clients to help achieve their personal wealth goals. Our goal is to empower clients with comprehensive and customized solutions for complex situations through coordinated and proactive wealth plans.

 

We know how to navigate the nuances and complexities of wealth management so that clients can have the confidence that their goals are within reach.

 

Our Approach

We’ve Done It Again!

 

BMO named Best Private Bank in Canada
by World Finance Magazine for the 14th consecutive year (2011 – 2024).

 

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Our Services

 

Wealth Planning: A wealth plan helps you understand where you are and where you want to be. We create a plan to help get you there.

Click here for more info.

 

Investment Management: If your goal is to grow and/or preserve your wealth, we can suggest an investment strategy that's right for you.

Click here for more info. 

 

Estate Planning: Our team will work with you to create a comprehensive estate plan that aligns with your values. 

Click here for more info. 

 

Tax Planning: Tax minimization is a key strategy to manage your wealth. A Stewart | Larry & Associates professional will work with your current tax team to help you effectively manage your assets. 

Click here for more info. 

 

Responsible Investing:  We know that many of our clients focus on making a difference today for a better world tomorrow. We help you invest responsibly. 

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Cross-Border Solutions: If you spend a significant amount of time in the U.S., we can help you manage your financial needs on both sides of the border. 

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Professional Athlete Wealth Management:The Athlete Advisory Team is a group of BMO Private Wealth professionals with expertise and experience providing professional athletes tailored financial solutions that cater to their unique needs and goals.

Click here for more info.