Wealth solutions to fit every stage of your life
From building wealth to preparing for your future, our wealth solutions are designed to evolve with you.
- Tailored
Insightful and carefully crafted solutions that align with your unique needs and values.
- Insightful
Forward-thinking solutions for today, designed with your future in mind.
- Comprehensive
Solving multiple complex needs through one authentic relationship.
What does wealth planning include?
Managing your wealth requires a delicate balance between meeting your current financial planning and liquidity needs and preparing for the future.
At the heart of your wealth plan is our discovery conversations. We’ll work with you to understand your investment risk tolerance, the right asset allocation for you, and your long-term wealth goals. Your goals and needs drive all our investment decisions. Our comprehensive and strategic approach to wealth planning can help address all areas of your finances, including, but not limited to:
Risk management- Business succession
- Investment management
- Tax-optimization goals
- Philanthropic objectives
- Retirement planning
- Education planning
- Insurance needs
- Estate and trust planning
How we help create your financial planning blueprint
Whether you have recently acquired wealth or you’re looking for a different perspective on how to manage the wealth you’ve accumulated, a detailed wealth plan can provide a comprehensive overview of your current financial situation and map out how you can achieve your unique goals and objectives down the road.
Wealth planning with our digital tool: B M O WealthPath®
Your B M O Private Wealth professional will devise a bespoke plan using our digital wealth planning tool, BMO WealthPath®. You’ll be able to view your plan online and see how different “what-if” scenarios may impact your financial plan and help you feel more connected to your finances. If your personal situation changes and you want to incorporate a change in your plan, please speak with your B M O Private Wealth professional.
Start the conversation
Answer a few questions about your wealth planning needs, and one of our B M O Private Wealth professionals will reach out.
About our B M O Private Wealth professionals
At B M O Private Wealth, we have a team of dedicated professionals with different areas of expertise, from estate matters to trusts to high-net-worth planning. We’ll match you with the professional who is the best fit for you based on your needs and your situation. And, as your needs change, we’ll connect you with the right B M O wealth planning specialist who is best suited to help you.
Commonly asked questions
Start the conversation
Connect with a B M O Private Wealth professional about your needs.