At BMO Trust Company, we can help you take action on some of life’s most important financial matters and manage even the most challenging transitions while feeling confident and supported.

Complications and conflict often accompany significant wealth

As you grow wealthier, you may face increasingly complex wealth and estate needs, more dynamic relationships and diverse assets held across various geographies involving multiple generations.

We help you to manage these complexities and make some of the most emotionally charged decisions you’ll ever have to face – from caring for a loved one to planning and executing your multifaceted estate.

We are uniquely poised to help

With sensitivity and advocacy, we always look for ways to add value, remove complexity, address long-term objectives, improve your family’s overall wealth structure, and seek efficiencies to reduce cost.

Whether creating trusts and estates to safeguard your last wishes, preserve your wealth and transfer assets, or liaising with beneficiaries, managing property, or simply paying bills, we work together with partners across BMO Financial Group to simplify wealth’s inherent complications and craft professional, collaborative solutions to ensure your family is protected today and always.

Bridging the gap between generations.

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.

 

 

 

We help you answer some common questions such as:

  • How will my wealth and possessions be distributed?
  • Can I preserve even more of my wealth for my heirs with a trust fund?
  • How can I ensure that my financial and digital assets, mementos and heirlooms are easily located?
  • How can I make things easier for my loved ones during what may be a difficult period?
  • Who will ensure that my ultimate wishes are carried out after my death?

Working with us

Our people and partnerships set us apart from other trust companies. We have eliminated silos to work closely with specialized internal professionals across BMO Financial Group to put the right people in front of your family.

We are local, responsive, and have experience in the industry. The trust and advisory service business is all about people. We are very well known in the trust community and have built a strong track record of excellent service. Our team is caring and capable, so you can trust that you will have an excellent experience with BMO Trust Company.