We provide comprehensive wealth advisory services to individuals, families, business owners and corporations.
Backed by the strength, expertise, and knowledge of BMO, your dedicated Private Wealth Professional can access an extensive range of products and services to support and help you reach your financial objectives.
Investment Management
Building and managing an investment portfolio requires careful planning, ongoing attention and sound financial expertise - combined with an intimate understanding of your goals, risk tolerance, and time horizon. Tailored to your specific risk profile and goals, the right choices are informed by a depth of experience, proprietary research and ongoing evaluation, designed to efficiently, and prudently, manage your portfolio of capital for generations to come.
Wealth Planning
With success comes new challenges, and managing your wealth requires a balance between meeting today's financial needs and preparing for the future. Working closely together, your Investment Advisor can dive into your evolving life and explore how you can effectively build and manage your wealth. Backed by the heritage, stability, and resources of BMO Financial Group, we'll help you take action on what matters most and guide you through times of transition, so you can achieve your goals and dreams.
Estate and Insurance Advisory
Like investment planning, estate and insurance planning is about defining goals, analyzing options, and implementing a sound, time-tested strategy. Whether you're focused on growing your investments in a tax efficient way, leaving a legacy to your heirs, or have concerns about adequate insurance coverage, your Investment Advisor will collaborate closely with our Estate and Insurance Advisors to help with all of your estate and Insurance needs. Our team of professionals will help you achieve lifetime financial security and give you the confidence of knowing your estate will be distributed according to your wishes.
Banking and Borrowing
From everyday banking to private banking services, from mortgage on your property to an investment loan, your BMO Private Wealth Professional can introduce you to one of our many banking experts across BMO Financial Group. We appreciate that it's all part of a bigger picture and will coordinate with wealth planning experts, and our U.S. partners to structure creative, customized solutions.
Philanthropy
Giving requires as much planning as saving and investing. When you decide it's time to make a difference through giving to a community, cause, or institution you're passionate about, we can help you understand all of your options, and assist you in making informed decisions that are consistent with the kind of impact you want to make. Backed by dedicated philanthropic and legacy planning, our team strives to implement tax-efficient strategies to help you support your designated establishment of choice.