Mahoney-Kennedy Wealth Management, is a team of experienced professionals supported by the vast resources of BMO Private Wealth. We are strongly positioned to deliver an exceptional experience to you and your family or business with integrity, collaboration and commitment. Our commitment is to support the achievement of the goals you envision for you and your family's future.
We will work closely with you to plan, grow, protect and transition your wealth with a wide range of specialized disciplines and services to help you reach your goals:
Helping you to develop a comprehensive wealth plan to plan your retirement and help you achieve your financial goals at every life stage.
Access investment strategies including self-directed, advisory or discretionary investment offerings.
Get comprehensive and personalized banking services through a dedicated Private Banker.
Get the right advice on tax considerations that could impact your wealth plan and financial decisions.
Count on us to guide you through the big decisions that touch multiple generations.
Teach your children and other family members the financial basics, so they become comfortable with the complex issues of financial management.
Your business is likely your most significant asset. Plan for the day when you’ll step away to improve your company’s ability to continue thriving.
We can help you translate those important personal values into philanthropic ones.