Complete, Integrated Wealth Planning


Collaborating with BMO specialists

Working with a passionate, experienced team of BMO Private Wealth specialists, Paul Hartford Wealth Management will create your customized and complete Wealth Plan. After working to truly understand your short- and long-term goals, together we will advise you regarding tax considerations, create trusts if required, and help you plan and protect your estate and legacy. Our broad network of BMO Private Wealth specialists brings you tremendous financial bench strength (see more details below):


  • Will reviewers

  • Tax planners

  • Asset managers

  • Estate and trust planners

  • Insurance specialists

  • Credit consultants

  • Private Banking professionals

  • Business and Commercial Bankers

  • Investment bankers

  • Risk management experts

  • Business succession specialists

  • Strategic philanthropy consultants



Staying relevant and updated

Our team will constantly adjust your plan to external conditions and life transitions to ensure your goals are proactively, strategically managed. This saves you time and worry when making important decisions. You know your financial affairs are in order and will remain on track to reach your goals throughout your life – the ultimate benchmark of success.


Guiding you through major life transitions

With the specialized assistance of our BMO Private Wealth partners, we can add significant value when helping you and your loved ones to prepare for major milestones or manage periods of transition; for example, when you:


  • Get married or divorced

  • Inherit money

  • Win a lottery

  • Start a family

  • Buy or renovate your home or vacation property

  • Decide to fund an education

  • Buy or sell a practice or business

  • Change your career

  • Plan for and enter your retirement years

  • Have an accident or are diagnosed with a major illness

  • Wish to make a major charitable contribution