What is your life stage?

We provide comprehensive wealth advisory services to individuals, families, business owners and corporations.

 

Young Professional?

  • Financial planning tailored to your priorities, ambitions, and long-term financial horizon
  • Guidance on home ownership
  • Debt management strategies
  • Stewardship of family wealth
  • Saving and investing for retirement
  • Professional referrals to build a trusted network

Business Owner or Enterpreneur?

  • Assistance for both start-up and mature businesses
  • Alignment of personal goals with income-generating needs
  • Cash-flow management strategies
  • Capital preservation techniques
  • Financing advice
  • Tax planning
  • Succession planning support

Parent, Guardian, or Primary Caregiver?

  • Preparation of an effective education savings plan
  • Calculation of the cost of post-secondary education
  • Creation of a personalized savings strategy
  • Guidance on different account types within an RESP (Registered Education Savings Plan)
  • Advice on balancing financial priorities
  • Implementation and monitoring of the education savings plan
 

Pre- or Post-Retiree?

Guidance through and effective and holistic planning process:

  • Intergenerational wealth transfer
  • Cash flow management
  • Long-term care, retirement planning
  • Estate planning
  • Establishing or updating wills and powers of attorney
  • Utilizing insurance as a safety net
  • Appointing an appropriate executor for ensuring beneficiaries' security in the future

Your needs are multi-dimensional. So are our capabilities.

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.

What We Offer

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:

  • 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
  • Discretionary money management

 

Find an Investment Advisor

Find an Investment Counsellor

 

Private 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

 

Find a Private Banker

 

 

 

 

 

 

Trust and Estate:

  • Living and Family Trusts; Wills
  • Estate Planning, management and litigation
  • Attorney for Property, Executor, Trustee or Court-Appointed Personal Representative
  • Trust administration and structuring
  • Agent services for ongoing tasks
  • Escrow arrangements
  • Concierge platform

 

Find a Trust Officer

 

 

 

 

 

 

Wealth Planning:

  • Wealth transfer
  • Tax minimization and cross-border strategies
  • Business valuation and succession
  • Financial and estate planning
  • Insurance and asset review

 

Find a Wealth Planner