One place. All-inclusive.
Our portfolio management service enables clients to delegate day-to-day investment decisions to us on a discretionary basis. Starting with our industry-leading research, we examine quality businesses through the lens of changing industry dynamics. We then construct all-weather investment portfolios designed to limit losses during difficult market environments while generating healthy risk-adjusted returns and attractive cash-flow over time.
Our clients have needs and goals that are unique and evolve over time. We start by working closely with you to establish clear and meaningful objectives. We then use sophisticated planning software to create a customized strategy that will take you from where you are now to where you want to be.
Whether your retirement goals are simple or complex, it takes careful planning to bring them to fruition. We help you plan and manage this stage of your life so that you can enjoy a care-free retirement spent doing the things that are most rewarding for you and your family.
Tax and Estate Planning
We collaborate with your accountants and tax advisors to increase your after-tax wealth through tax-loss harvesting, thoughtful rebalancing and strategic income distributions. We also help you develop an estate plan to minimize the tax burden on both you and your beneficiaries.
Trust and Executor Services
Our team can engage experts at BMO Trust to offer the unique protection and tax-advantages of trusts. BMO Trust can also provide will reviews and will direction as part of your overall wealth plan, as well as executor services to help ease the burden of administering an estate.
Working with our in-house insurance specialist, we look for tax-advantaged solutions to enhance your estate, manage risk in the event of critical illness or disability, and look after your family in the event of an untimely death.
From donor-advised funds to the creation of a private foundation, our team can help you implement a giving strategy that will have make a long-term impact in your community and create an enduring family legacy.