Our multi-disciplinary team saves clients' time, solves challenges, provides financial security, and offers reassurance through the BMO Wealth Path® financial plan. These collaborative relationships are built on trust, respect, and integrity. We connect deeply with our clients while guiding, encouraging, and instilling confidence in them throughout the wealth process.
Affluent individuals & families
Corporations & Institutions
We can work with you on a Wealth Plan that reflects your priorities, ambitions, and long-term financial goals. We provide counsel on debt management, home ownership, saving and investing for retirement, stewardship of family wealth, and professional referrals to help you build a trusted network.
We can guide you through an effective and holistic Wealth Planning process in areas such as, cash flow, long-term care, intergenerational wealth transfer, retirement, and estate planning (including counsel at family meetings to share thoughts, wishes and objectives); establishing/updating wills and powers of attorney; using insurance as a safety net; and appointing an appropriate Executor to ensure your benefactors are secured for the future.
We can assist you in preparing an effective education savings plan, creating a savings strategy; determining account types in an RESP; providing advice on balancing financial priorities; and implementing and monitoring your educational plan.
Whether start-up or mature business, we can help align your personal goals and priorities with the income-generating needs you face as an owner, including cash-flow management, preservation of capital, financing, tax, and succession planning.
Melissa Rush, BA, PFP®, CIM®, FCSI®, CPCA®