Tailored, integrated wealth planning

We perform financial planning on behalf of all our clients. While every client has specific financial circumstances and objectives, everyone wants to know that they will have assets available as they age while still being able to leave money to the next generation.

Constructing a long-term financial plan early helps to avoid financial pressure when it comes time to retire. We collaborate with BMO Private Wealth specialists who have access to robust planning resources and have assisted thousands of clients. We will also liaise directly with your lawyers and accountants to structure your business tax-efficiently and keep lines of communication open and clear.

Your Wealth Plan

Working with our experienced team of BMO Private Wealth specialists, we 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.

This broad network of BMO Private Wealth specialists brings you tremendous financial bench strength:

 

 

  • 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

  • Lawyers and accountants

 

 

Our team will constantly adjust your plan and banking services 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.

 

An effective estate plan

A sound estate plan will help ensure that your assets get distributed according to your wishes and transferred tax-efficiently through astute tax strategies. Your plan will make sure that your children’s needs are addressed, and we can use trusts to help you protect your assets if required. We will make sure you understand the strategy and that your heirs know what they will inherit and how to manage assets prudently.