Wealth Planning

Our clients receive access to complimentary wealth planning resources on an ongoing basis. Working closely with a team of dedicated in-house tax and estate experts, your wealth plan becomes a living document that is continuously reviewed and updated as your financial circumstances evolve.

Our Wealth Planning Partners have backgrounds in accounting, law and estate planning, and hold relevant professional designations such as:

• CFP — Certified Financial Planner
• CA/CPA — Chartered Accountant / Chartered Public Accountant
• CFA — Chartered Financial Analyst
• TEP — Trust & Estate Practitioner

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Retirement Planning

• Income options
• Pension transitions
• Business Succession
• Tax efficient withdrawal

Insurance Planning

• Disability and Survivor Income
• Critical Illness and Long-term Care
• Estate Preservation

Trusts & Estate Settlement

• Trustee Services
• Executor Services

Family Planning

• Education Planning
• Power of Attorney
• Taking care of aging parents

Philanthropy

• Private Family Foundations
• Community Foundations
• BMO Charitable Giving Fund

REQUEST A SAMPLE WEALTH PLAN