Bespoke solutions for your evolving needs
Our comprehensive solutions are tailored to your evolving needs, providing you with peace of mind to help you confidently navigate through your wealth complexities.
Wealth Planning
Wealth Planning StrategiesA wealth plan helps you understand where you are and where you want to be. We create a plan to help get you there.
Tax PlanningTax minimization is a key strategy to manage your wealth. A BMO Private Wealth professional will work with your current tax team to help you effectively manage your assets.
Business Owner Advisory & Succession PlanningWe help with wealth planning and succession strategies for your business and family.
Retirement PlanningRetirement has changed and, when you're ready, we'll help you prepare your unique plan as you move towards a new stage.
Investment Management
Investment Management and AdviceIf your goal is to grow and/or preserve your wealth, we can suggest an investment strategy that's right for you.
Responsible InvestingWe work with clients to invest responsibly and work towards a better future.
Private Banking
Banking & BorrowingA BMO Private Wealth professional will help you with banking and borrowing solutions for your personal and business needs.
U.S. Cross-Border SolutionsIf you spend a significant amount of time in the U.S., we can help you manage your financial needs on both sides of the border.
Trust and Estate
Trust and Estate ServicesBMO Private Wealth professionals will work with you to create a comprehensive estate plan that aligns with your values.
PhilanthropyIf leaving a legacy is important to you and your family, we can help you create a strategic plan that aligns with your values.
Managing your wealth with expertise and care
With diverse clientele from a wide range of industry segments, we offer customized solutions, comprehensive support and strategic guidance tailored to your evolving needs.
BMO Family Office
Navigate the complexities of substantial family wealth with our experienced professionals guiding your financial success.
Professional Athlete Wealth Management
Balance the demands of your athletic career while we provide financial solutions that meet your lifestyle and goals.
Wealth Management for Medical Professionals
Take control of your complex needs as a medical professional with bespoke wealth management solutions.
Start the conversation
Connect with a BMO Private Wealth professional about your needs.