We know wealth builds complexity and the more money you have, the greater the complexity. Whether you have recently acquired wealth or you’re looking for a different perspective on how to manage your wealth, we deliver a personalized wealth plan that’s coordinated across multiple aspects of your total wealth picture – acting as your financial roadmap.
Our holistic, proactive approach helps affluent individuals and families achieve their wealth goals at all stages of their lives. We are a team of experienced professionals who can help you save time, benefit from solid advice, and enjoy life with confidence, knowing your wealth is being well managed.
We offer complete and integrated services to help you protect and grow your wealth, plan for all your life’s stages, and enjoy financial freedom. We prioritize your interests through tailored, transparent, and objective financial advice, crafting a complete and customized wealth plan with the support of BMO Private Wealth specialists.
To help you achieve your vision of success, our team will constantly adjust your plan and our services for your evolving needs.
Tax planning should be considered as part of your wealth planning strategy. This means having advantageous, tax-efficient financial strategies – throughout your high-income earning years, during retirement, and when your assets are transferred to your loved ones. As our client, you’ll have access to specialized planning consultants who will help you build a tax mitigation plan integrated into your overall wealth plan.
Our tax experts, together with our trust and estate services professionals and business advisory experts, can advise you on trusts, estate planning, insurance, and business tax strategies that can help preserve your wealth for future generations.
Regardless of your age, you should be saving and investing for the years you will spend in retirement. You should also think about what you want to do before then. What do you want to accomplish before retirement? What do you want to maintain or do differently during retirement?
For each person, the best retirement plan will mean something different. What is important is to have a plan even if it is likely to change over time. Setting a goal for how much you will set aside for retirement savings, how much you will donate to philanthropic causes, and how much your family needs to have the lifestyle you want for them will help you set the stage for a successful retirement.
Talk to us about your plans and goals so you can work towards the retirement plan that works for you.
We help families like yours with some of the most emotionally charged decisions you’ll ever have to face – from the care of a loved one, to the planning and execution of your estate.
Whether it’s paying bills, managing property, selling international assets, or liaising with beneficiaries, we work together to simplify the inherent complexities of wealth, crafting professional, collaborative solutions that ensure your family is protected, today and always.
The first stage of estate planning is preparation. We listen to you and create a comprehensive plan that sets out how you will transition your wealth. We also offer guidance on tax strategies to maximize your family’s wealth over time, managing assets, setting up trusts, and developing estate plans that cross jurisdictions.