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Family Office and investment services for the most complex financial situations

Significant wealth brings many opportunities to enjoy a lifestyle that is independent, self-directed, and secure. But great wealth can also bring complexity and risk. CTC | myCFO, a division of BMO Financial Group, offers a broad range of family office services in an integrated manner, including complete oversight and reporting. As a result, you can be in control of your wealth without the complexity, cost or concerns that can arise when you work with multiple firms and reporting tools.

Because we don't require that you invest in our own investment products, we can provide independent and objective investment advice. You work with a lead advisor backed up by a team of service professionals with deep knowledge and insight in these areas:
  • Investment advisory: Transparent, objective advice and a top-tier open architecture investment platform
  • Tax planning: Planning and preparation capabilities that fit your wealth needs
  • Financial reporting and expense management: Day-to-day management of all your financial obligations
  • Estate and trust advisory: Expert planning for the orderly and efficient transfer of wealth
  • Risk management and insurance advisory: Ensuring proper wealth protection from liability and risk
  • Philanthropic planning: The extension of your vision, values, and passions through programs and gifting
  • Family education: Informing, protecting, and empowering your entire family
  • Capital advisory services and custom banking: The ability to leverage and maximize your assets to the fullest
To learn more, visit CTC | myCFO.

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