We’re committed to provide an optimal client experience.

Our approach is personalized, built around your goals. We believe that every client deserves a dedicated and consistent level of service, tailored to your individual needs. Our team of professionals will listen to what’s important to you and try to understand your priorities, bringing it all together and defining your investment solutions.

 

Our team has the collective expertise to advise you both personally, and professionally.

We’re here to help with all your financial priorities at every stage of your life, providing an unbiased, holistic approach that encompasses all aspects of wealth management: investment planning, wealth advisory, retirement planning, business planning, estate and insurance services, tax planning, and philanthropic giving.

 

Backed by a 200-year legacy of trust, insight and thought leadership.

As your investment advisor, getting to know you and establishing a lasting relationship based on the highest standards of service excellence, transparency and integrity is our commitment. You’ll have full access to the insight and resources of a team of experts at BMO Financial Group, a recognized leader in providing comprehensive investment and wealth advisory.

Bespoke solutions for your evolving needs

Our comprehensive solutions are tailored to your evolving needs, providing you with peace of mind to help you confidently navigate through your wealth complexities.

 

Wealth Planning

 

Wealth Planning Strategies

A wealth plan helps you understand where you are and where you want to be. We create a plan to help get you there.
 

Tax Planning

Tax minimization is a key strategy to manage your wealth. A BMO Private Wealth professional will work with your current tax team to help you effectively manage your assets.
 

Business Owner Advisory Services

Explore unique possibilities with our seasoned professionals who design innovative and practical solutions to help you seize opportunities, tackle challenges and propel your business forward. 

Business Succession Planning

Prepare your business for a successful transition with our team of highly skilled succession professionals. Our team can craft versatile solutions for inter-related personal and business wealth strategies toward safeguarding your legacy. 
 

Retirement Planning

Retirement has changed and, when you're ready, we'll help you prepare your unique plan as you move towards a new stage.
 

Legacy Planning

Manage your philanthropic endeavours through education, advisory, and administration services to create the right framework to enable you to have a lasting impact across generations.

 

Private Banking
 

Private Banking

A BMO Private Wealth professional will help you with banking and borrowing solutions for your personal and business needs.
 

U.S. Cross-Border Solutions

If you spend a significant amount of time in the U.S., we can help you manage your financial needs on both sides of the border.

Investment Management
 

Investment Management and Advice

Grow and preserve your wealth with expert advice and solutions that are tailored to align with your unique investment goals.
 

BMO Nesbitt Burns

Leverage expertly crafted, personalized wealth management strategies from one of North America's leading investment firms.
 

BMO Private Investment Counsel

Benefit from expertise, guidance, oversight and fully discretionary investment solutions that free you from having to make day-to-day decisions. 

Trust and Estate
 

Trust and Estate Services

BMO Private Wealth professionals will work with you to create a comprehensive estate plan that aligns with your values.
 

Philanthropy

If leaving a legacy is important to you and your family, we can help you create a strategic plan that aligns with your values.

Recent Posts

Weekly Strategy Perspectives: Just the FAQs Part I – Market Mayhem

Jun 12, 2026 - BMO Private Wealth

Instead of the upbeat mood we typically expect after two months of persistently rising markets and sturdy economic fundamentals, we found widespread anxiety about a variety of issues....

Read more

Building a business worth selling

Jun 09, 2026 - BMO Private Wealth

The systems and processes in place in your business may work perfectly well for you – or perhaps only because of you – but that’s not what’s going to drive value when you’re looking to exit....

Read more

Weekly Strategy Perspectives: Profile of a Bubble (How Worried Should We Be?)

Jun 05, 2026 - BMO Private Wealth

Equities pushed farther into uncharted terrain this week, exacerbating fears of an impending bubble....

Read more