Having successfully addressed many physical and mental challenges in sport, while also reaching career summits while serving clients at BMO Financial Group, Melissa Rush Wealth Advisory Group are dedicated to simplifying the wealth planning process, so you can reach and surpass your wealth goals throughout your life. We will help you develop the mindset and behaviors it takes to achieve extraordinary results and peace of mind.
Our team will constantly adjust your wealth plan for life transitions and external conditions, to ensure your goals are proactively, strategically managed. You know your financial affairs are in order and will remain on track to reaching your goals throughout your life – the ultimate benchmark to success.
With the specialized help of our BMO Private Wealth partners, we can add significant value when helping you and your loved ones prepare for major milestones or manage periods of transition. We can assist in the following situations:
Getting married or divorced
Starting a family
Inheriting money or winning the lottery
Buying or renovating your home or vacation property
Taking care of an ailing parent
Buying or selling a business
Changing your career or dealing with a termination
Deciding to fund an education
Planning for your retirement
Downsizing the home
Easing the transition into retirement
Having an accident or being diagnosed with a major illness
Dealing with the death of a loved one
Providing guidance to optimize your estate and legacy wishes
Wishing to make a major charitable contribution
Working with a passionate, experienced team of BMO Private Wealth Specialists, we create your customized and comprehensive, Wealth Plan®. Working to truly understand your short- and long-term plans, together, we will provide guidance within financial planning, trust services, insurance solutions, tax and estate planning strategies, philanthropic solutions, business and succession planning, BMO Family Office, behavioral coaching, private banking, and cross-border services. We help you plan and protect your financial assets, estate, and legacy.
This broad network of BMO Private Wealth subject matter brings tremendous financial bench strength. This multi-disciplinary team saves clients’ time, solves challenges, provides financial security, and offers reassurance on an ongoing basis.
Trust and estate planners
BMO Private Banking professionals
Risk management experts
Strategic philanthropic consultants
Business & Commercial bankers
Business succession specialists
After building a practice or company for many years, stepping away can be psychologically difficult for professionals and business owners, who have long been driven and defined by their work. We can help you retire successfully by providing support and coaching you through the major transition both financially and emotionally.
Melissa Rush, BA, PFP®, CIM®, FCSI®, CPCA®