Wealth Planning




You have worked hard to build your family's wealth. Preserving it becomes your next priority. The best way to safeguard your prosperity is through effective wealth planning.

Planning for the future of your family or your business is part of the integrated approach to wealth planning that we offer. We look after your wealth, both personal and professional, through a comprehensive array of wealth planning solutions. An organized planning process is a powerful way to ensure that your wealth planning goals are set and achieved. 

What is involved in Wealth Planning?

Wealth Planning can involve a number of strategies devised and executed by BMO Wealth Management professionals, who specialize in key areas:

  • estate planning

  • financial planning and retirement planning

  • family education

  • tax planning

  • post-transition planning

  • philanthropy

  • business transition

Our professionals can work in conjunction with your own advisors, such as your lawyer and accountant. The result is a customized wealth plan that is tailored to your needs.