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Now that you’ve built your wealth, you want to safeguard it for your children, grandchildren, and causes you care about. Generations of Canadians have relied on BMO Private Banking, through BMO Trust Company, to help their families in the preservation and transfer of assets.

 

Our Trust and Estate Professionals will work with you to put the right plan and structures in place to satisfy your goals now, and to provide continuity should your situation change.



HOW WE HELP

 


 

We develop a plan to help give you control and continuity today, and through the important transitions in your life.

SAFEGUARDING YOUR FAMILY AND YOUR WEALTH

 

We can help you facilitate the transfer of assets to family members, including those with special needs. In addition, we provide management of assets in the event of incapacity or death, as well as creditor protection planning.

 

We can help you facilitate the transfer of assets to family members, including those with special needs. In addition, we provide management of assets in the event of incapacity or death, as well as creditor protection planning.

 

We are professional trustees, experts in structuring customized solutions that fit your needs. We have the fiduciary expertise to administer trusts in a professional and objective manner, keeping the trust's objectives in mind.

 

TRUSTEE SERVICES

 

We aim to make the overwhelming manageable. Through BMO Trust Company, we provide professional trustee services, relieving you or your family from the burden that often comes with the role of a trustee.

 

We aim to make the overwhelming manageable. Through BMO Trust Company, we provide professional trustee services, relieving you or your family from the burden that often comes with the role of a trustee.

 

Once BMO Trust Company has been appointed as trustee, a dedicated trust professional will become your single point of contact, working closely with you, your family and other professionals to help protect your wealth and help your assets pass from one generation to the next in a smooth, orderly manner.

ESTATE PLANNING AND ADMINISTRATION

 

A well thought out estate plan is critical to protecting your wealth and transitioning it to the next generation.

 

A well thought out estate plan is critical to protecting your wealth and transitioning it to the next generation.

 

As estate professionals, we work closely with you to help protect your family wealth and provide professional administration of your estate assets.

 

We can also offer assistance if you’ve been appointed as an Executor – or, you can appoint us as a professional executor to administer your own will.


Estate Planning: One size fits no one

INSIGHTS

 


 

 

Estate Planning: One size fits no one

 

Your estate plan doesn’t have to be complicated, but you’ll want to make sure you’ve covered all the angles – including family dynamics.

Click here to read about why it's important to address "emotional value" assets.

 

INSIGHTS

 


 

Estate Planning: One size fits no one

 

Your estate plan doesn’t have to be complicated, but you’ll want to make sure you’ve covered all the angles – including family dynamics.

 


OTHER SERVICES

 


 

See how our services can help address your overall wealth management needs.


CONTACT US

 


 

Let’s have a conversation about how
BMO Private Banking
can help you and your family.