We are committed to providing an outstanding client experienceOur approach is personalized and built around your goals. We believe that every client deserves a dedicated and consistent level of service, tailored to your individual needs. Our team of professionals will listen to what’s important to you and try to understand your priorities, bringing it all together and defining your investment solutions.
Our team has the collective expertise to advise you both personally, and professionallyWe’re here to help with all your financial priorities at every stage of your life, providing an unbiased, holistic approach that encompasses all aspects of wealth management: investment planning, wealth advisory, retirement planning, business planning, estate and insurance services, tax planning, and philanthropic giving.
Backed by a 200-year legacy of trust, insight and thought leadershipGetting to know you and establishing a lasting relationship based on the highest standards of service excellence, transparency, and integrity is our commitment. You’ll have full access to the insight and resources of a team of experts at BMO Wealth Management, a recognized and distinguished leader in providing comprehensive investment and wealth advisory services.
Who We ServeAt BMO Wealth Management, we welcome affluent and high net-worth individuals and families, business owners, entrepreneurs, professionals, and executives. We serve clients in Victoria, across Vancouver Island, and on the Gulf Islands.
How We HelpAt BMO Wealth Management, we create unique solutions that help clients plan, grow, protect, and transition their wealth, drawing on a comprehensive array of specialized wealth management disciplines.
Our services include: wealth planning, investment management, private banking, tax planning, trust and estate services, philanthropy, business succession planning, and family office services.
How We Make a Meaningful DifferenceThrough their primary contact at BMO Wealth Management, each client is serviced by a team of experts who collaborate to develop and execute a comprehensive and customized wealth plan. We take an objective, holistic, and long-term approach that considers all of the client's needs and opportunities. We anticipate changes to proactively ensure the client's plan evolves to stay relevant to their needs and the fast-changing market.
For more information on how the dedicated professionals at BMO Wealth Management can better help you achieve your goals, please contact a BMO Investment Advisor today.