Phone:
416-949-4265
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Our Services
Branch Management Team
Our Team
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Home
Our Services
Branch Management Team
Our Team
Contact Us
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Home
Our Services
Branch Management Team
Our Team
Contact Us
Our Services
Your needs are multi-dimensional. So are our capabilities.
Platinum Banking
Traditional banking and payment solutions
Specialized, custom lending strategies
Investment-secured debt leveraged solutions
Complex credit structuring
Monetization of specialty assets
Cross-border banking and mortgage services
Custody selection
Investment Management
Access to best-in-class investment management platforms
Both fee-based and managed-assets portfolios
Open architecture platform
Best-in-class research
Active investment management
Strategic and tactical asset allocation
Philanthropy
Dedicated philanthropic and legacy planning
Creation and administration of private foundations
Effective implementation of tax-efficient strategies
BMO Charitable Giving Program
Family Wealth Services
Family education and governance
Legacy planning
Cash flow management and financial reporting
Wealth Planning
Wealth transfer
Tax minimization and cross-border strategies
Business valuation and succession
Financial and estate planning
Insurance and asset review
Lifestyle management
Pre– and post–IPO planning; exit tactics
Trust & Estate
Living and Family Trusts; Wills
Estate planning, management and litigation (trusts, holdcos, multiple beneficiaries)
Attorney for Property, Executor, Trustee or Court-Appointed Personal Representative
Trust administration and structuring
Agent services for ongoing tasks (e.g., tax compliance)
Escrow arrangements
enCircle concierge platform (comprehensive management)