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HomeWho we areWhat we doWhy choose usInsightsPrivate Wealth Services

Wealth Planning

Planning for the future of your family or your business is part of the integrated approach to wealth planning offered by BMO Private Banking. We look after your wealth, both personal and professional. Through Bank of Montreal, BMO Private Investment Counsel Inc. and BMO Trust Company, we offer you access to a comprehensive array of wealth planning solutions.

Estate Planning

An effective estate plan preserves your family's wealth and arranges for its orderly and tax-efficient transfer to your heirs. It can involve wills, powers of attorney and or trusts. Our professionals will work with you to create a customized estate plan, based on your needs and objectives. We are committed to providing you with valuable guidance and customized solutions that form part of a complete and seamless wealth management strategy.

Tax Planning

BMO Private Banking offers experienced in-house tax professionals who can integrate their tax knowledge with your overall wealth plan. Working together with your existing advisors, they provide guidance and solutions for your personal tax matters.

Financial Planning and Retirement Planning

BMO Private Banking delivers objective, personal financial planning, including planning for retirement, as a component of every client's experience. Working with your other advisors as appropriate, we provide advice on how your financial goals will be met, given your current and future resources.

Whether your BMO Private Banking professional performs a fundamental financial analysis or involves one of our dedicated financial planners to produce a comprehensive financial plan, we can help you make better financial decisions through the application of uncompromising integrity, trust and personalized service.

Philanthropic Services

Philanthropic Services is part of the BMO Private Banking group. This ensures that you will receive comprehensive counselling, banking and investment services that support your philanthropic goals, as well as your overall financial plan.

Through Philanthropic Services we will help you make charitable donations that get at the root causes of problems so that your giving will have a lasting impact. You receive the support of a team that is a national and international leader in the charitable giving sector.

Business Transition

Business Transition, which is also called succession or exit planning, involves deciding how the management and ownership of the family business should be passed down from generation to generation. It may also include decisions about the sale of the family business to outside buyers or company employees.

The Business Transition Professionals can help you in every stage of your succession.

Post-Transition Planning

Whether you are taking an early retirement or have been displaced by corporate restructuring, you have important decisions to make that can significantly affect your future financial security. Your BMO Private Banking advisor can help take the guesswork out of your transition planning. Together, you can chart a course that is right for you.

Family Education

BMO Private Banking offers events catered to you, your children and other family members to equip them to better understand the basics and even become comfortable with some of the more complex aspects of sound financial management.

Meet with us

Would you like to learn more about our Wealth Planning solutions? There are three easy ways you can contact one of our private banking professionals today.