We will customize your investment portfolio to help you achieve your goals, choosing from a wide variety of “traditional” investment options, including Canadian and U.S. equities and equity derivatives, new issues, fixed income products and investment funds.
We also offer Managed Asset Programs which are designed for clients who want to delegate the day-to-day investment decision making and ongoing monitoring of the markets to the industry experts.
Your estate plan forms a key component of your overall wealth management strategy. We will help identify planning opportunities and issues, and if required, introduce experts to advise you on strategies that suit your circumstance.
Asset preservation is an important component of a comprehensive wealth plan. In partnership with our Estate and Insurance Advisors, we can recommend insurance solutions that will complement your overall wealth strategy and provide a greater sense of assurance.
We offer several options that provide you and your family with customized and innovative cash management solutions:
Whether transitioning to a family member, employee or a third party, we can help you plan for the ongoing stewardship of the business you have worked so hard to build.
Strategic philanthropy and charitable giving are extensions of your personal beliefs and convictions. We can help you achieve your philanthropic objectives through a variety of tax-efficient planned giving strategies. Whether you’re looking to secure a mortgage, personal loan or line of credit – or if you require more specialized lending services to fulfill and optimize your wealth management strategy – we will work with you to access the expertise of a BMO Bank of Montreal lending specialist.