Advising business owners
We forge good relationships with the accountants of our business-owner clients. We want to understand your corporate and wealth structures and ensure you are taking advantage of every tax efficiency relative to your investment portfolio. The bottom line is that we will put in as much time and energy as necessary to ensure things work out well for our clients.
In addition, we will introduce you to BMO specialists who can provide:
Business financial services • Access to Commercial Banking Specialists
• Business investment management
• Succession planning and business transfer assistance | 
Credit and bank strategies • Effective credit management – mortgage, line of credit, personal and business loans
• Cash management |
The devil is in the details
As a business owner, your day to day operations consume your time and energy.
We will be persistent about getting information from you, following up to help you do what you need to do, and making sure nothing falls through the cracks.
Such as:
- Updating beneficiaries for Wills and insurance policies
- Assigning the proper Powers of Attorney
- Setting up trusts to ensure your wealth follows your desired path despite family complications