Wealth advisory services
Strategic advice and personal solutions to meet your needs
At BMO Private Bank, we begin our wealth management relationship by gaining an in-depth understanding of your needs and goals. Your wealth advisor asks key questions and listens attentively before drawing in other specialists as needed to deliver innovative solutions designed specifically to address your unique circumstances. These specialists work collaboratively—estate planners1 talking to investment advisors, financial planners conferring with private bankers—enabling us to provide you with personalized wealth management solutions.
Whether you are a corporate executive with concentrated stock, a business owner considering legacy and succession planning, or a retiree looking to resolve estate and income planning issues, we are advisors you can trust for objective and timely advice.
Collaborate with financial planner whose principal objective is to deeply understand your personal goals and advocate on your behalf. At BMO Private Bank, we work with you to develop integrated strategies that address each of your goals—for you, your family and future generations.
Access a host of investment solutions while working with passionate professionals who help you clarify your goals and implement fundamentally sound investment strategies to achieve them. Our clients have come to value us for our highly specialized skill, informed insights and objective guidance.
Manage your most sophisticated banking needs—and reclaim your time and energy for the things you value most in life. Our Private Bankers can help you structure your wealth with the everyday deposit services best suited to your needs, while developing custom credit strategies to help you take advantage of opportunities to use your wealth wisely.
As you grow your wealth, it becomes even more important to preserve it for future generations and for philanthropic causes. From individual retirement trusts and corporate trustee services to administration and estate settlement, our trust and estate professionals1 work with you and your legal advisors to develop strategies that provide stability and peace of mind.
One of the greatest rewards of affluence is the capacity to give back to others. Our philanthropic advisors can help you identify organizations and initiatives that match your interests and priorities, as part of a long-term strategy to significantly reduce your estate taxes and further the work of causes you believe in. We can also manage the administration of your major gifts.
No matter how complex your wealth management needs become or how significantly your assets may grow, the CTC | myCFO team can help. This highly skilled team offers a broad range of integrated family office services, including independent and objective investment advice, tax planning, financial reporting and expense management, estate and trust advice, risk management and insurance advice, philanthropic planning, family education, and capital advisory services and custom banking.
Gain greater long-term security for yourself and your family. A BMO Private Bank wealth advisor can work with you to help align your business and personal needs, regardless of where your firm is in the business life cycle—from start-up through growth, maturity and, ultimately, succession.
Whether you are a corporate executive or a professional practitioner, you likely have considerable overlap between your personal and professional affairs. It can be challenging to find the time and resources to manage both your day-to-day and long-term finances. We can help you manage your assets to address these challenges.
Navigate the complex financial, legal and healthcare facets of eldercare with support from enCircle®, our unique eldercare resource. Whether you are caring for an aging loved one or planning ahead for your own financial well-being, enCircle provides expertise and personal guidance to help achieve your goals.