Looking at the
It’s what we do for
you and your business.
As a business owner, your finances can be complicated. Not only do you have to think about the success of your business, but you also have to manage the personal financial goals you have for yourself and your family. You want to make sure you’re making the best decisions for all aspects of your life, now and into the future.
That’s where we come in. We understand the challenges of your unique situation, and we can help you keep things as simple as possible.
As a team, we’ll work together to provide great service and solutions customized to you. So you can spend time on the things that matter most.
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GET IN TOUCH
Let’s discuss the goals you have for your business and family, and how we can help ensure you’re making the best decisions to achieve them.
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HOW WE CAN HELP YOU AND YOUR BUSINESS
We offer a variety of value added services to our wealth clients designed to help meet both your business and personal needs.
Here are a few that we think can be helpful to you:
SUCCESSION PLANNING We’ll explore business succession ideas and strategies that help
transition the management and/or ownership of your business.
TAX PLANNING We’ll explore strategies to minimize what you pay in taxes and
maximize potential savings for you and your business.
LOANS & MORTGAGES
We have borrowing solutions
to help your business succeed.
We’ll design and implement an investment portfolio
that fits your life now, plus your plans for the future.
TRUST & ESTATE SERVICES
We’ll help protect your wealth
for the ones you care about.
Our Wealth Management experts can help keep you informed and up-to-date
with insights into the latest in business and wealth.
ARE YOU AN EXISTING BMO BUSINESS CUSTOMER?
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From time to time BMO Wealth Management would like to provide you with emails and other electronic communications. These messages would include, but not be limited to, messages from your BMO Wealth Management representative, newsletters and surveys as well as information, offers and promotions regarding our products and services or those of others that we believe you might be interested in (collectively, “Electronic Messages”).
You can withdraw your consent at any time. If you have any questions, would like to manage your marketing status, or withdraw your consent to receiving Electronic Messages from BMO Wealth Management, contact us at:
BMO Wealth Management
1 First Canadian Place
P.O. Box 1
®“BMO (M-bar roundel symbol)” is a registered trade-mark of Bank of Montreal, used under licence. BMO Wealth Management is the brand name for a business group consisting of Bank of Montreal and certain of its affiliates, including BMO Nesbitt Burns Inc., BMO InvestorLine Inc., BMO Investment Inc., BMO Private Bank, in providing wealth management products and services.