Your Needs


We’re aligned with you, focused on helping you articulate – and achieve – your personal vision for wealth.

Beyond portfolio management, we provide a comprehensive financial roadmap through ongoing strategic and practical advice, experience, discipline, and an eye on the big picture, so that you stay on track with your financial goals. 

What’s Your Life Stage?

Young Professional?  We can work with you on a financial plan that reflects your priorities, ambitions, and long-term financial horizon – counsel around home ownership, debt management, stewardship of family wealth, saving and investing for retirement, and professional referrals to help you build a trusted network.

Business Owner/Entrepreneur? Whether start-up or mature business, we can help align your personal goals and priorities with the income-generating needs you face as an owner, including cash-flow management, preservation of capital, financing, tax and succession planning, etc.).

Parent, Guardian or Primary Caregiver? We can assist you in preparing an effective education savings plan that includes calculating the cost of a post-secondary education; creating a savings strategy; determining account types in an RESP; advice on balancing financial priorities; and implementing, and monitoring, your educational plan.

Living with a Disability or Caring for Someone with a Disability? We can address ways to improve your financial well-being through solutions that include potential government benefits and tax credits, and developing a financial plan with decision-making directives and insurance alternatives.

Pre-or Post-Retiree?  We can guide you through an effective and holistic planning process in areas such as intergenerational wealth transfer, cash flow, long-term care, retirement and estate planning (including counsel at family meetings to share thoughts, wishes and objectives); establishing/updating wills and powers of attorney; using insurance as a safety net; and appointing an appropriate executor to ensure your benefactors are secure for the future.


Wealth Planning

A wealth plan helps you understand where you are and where you want to be. We create a plan to help get you there.


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Investment Management

If your goal is to grow and/or preserve your wealth, we can suggest an investment strategy that's right for you.


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Responsible Investing

We work with clients to invest responsibly and work towards a better future.


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Banking & Borrowing

A BMO Private Wealth professional will help you with banking and borrowing solutions for your personal and business needs.


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Estate Planning

BMO Private Wealth professionals will work with you to create a comprehensive estate plan that aligns with your values.


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If leaving a legacy is important to you and your family, we can help you create a strategic plan that aligns with your values.


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Retirement has changed and, when you're ready, we'll help you prepare your unique plan as you move towards a new stage.


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Tax Planning

Tax minimization is a key strategy to manage your wealth. A BMO Private Wealth professional will work with your current tax team to help you effectively manage your assets.


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Business Owner Advisory & Succession Planning

We help with wealth planning and succession strategies for your business and family.


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Executive & Professional Services

You're busy managing your business, so our expert teams will help you create a customized plan to help preserve and grow your wealth.


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Professional Athlete Wealth Management

The Athlete Advisory Team is a group of BMO Private Wealth professionals with expertise and experience providing professional athletes tailored financial solutions that cater to their unique needs and goals.


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Cross-Border Solutions

If you spend a significant amount of time in the U.S., we can help you manage your financial needs on both sides of the border.


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