Now that you’ve built your wealth, you want to safeguard it for your children, grandchildren, and causes you care about. Generations of Canadians have relied on BMO Private Banking trust and estate services, through BMO Trust Company, to help their families in the preservation and transfer of assets.

 

Our Trust and Estate Professionals will work with you to put the right plan and structures in place to satisfy your goals now, and to provide continuity should your situation change.

 

 

What is Estate Planning and When to Start

 

More complex financial affairs call for a comprehensive estate plan. Here’s what you need to know about estate planning, why you need one and when to start and review your plan.

 

Read our feature

Contact Us



HOW WE HELP

 


 

We develop a plan to help give you control and continuity today, and through the important transitions in your life.

SAFEGUARDING YOUR FAMILY AND YOUR WEALTH

 

We can help you facilitate the transfer of assets to family members, including those with special needs. In addition, we provide management of assets in the event of incapacity or death, as well as creditor protection planning.

 

We can help you facilitate the transfer of assets to family members, including those with special needs. In addition, we provide management of assets in the event of incapacity or death, as well as creditor protection planning.

 

We are professional trustees, experts in structuring customized solutions that fit your needs. We have the fiduciary expertise to administer trusts in a professional and objective manner, keeping the trust's objectives in mind.

 

TRUSTEE SERVICES

 

We aim to make the overwhelming manageable. Through BMO Trust Company, we provide professional trustee services, relieving you or your family from the burden that often comes with the role of a trustee.

 

We aim to make the overwhelming manageable. Through BMO Trust Company, we provide professional trustee services, relieving you or your family from the burden that often comes with the role of a trustee.

 

Once BMO Trust Company has been appointed as trustee, a dedicated trust professional will become your single point of contact, working closely with you, your family and other professionals to help protect your wealth and help your assets pass from one generation to the next in a smooth, orderly manner.

ESTATE PLANNING AND ADMINISTRATION

 

A well thought out estate plan is critical to protecting your wealth and transitioning it to the next generation.

 

A well thought out estate plan is critical to protecting your wealth and transitioning it to the next generation.

 

As estate professionals, we work closely with you to help protect your family wealth and provide professional administration of your estate assets.

 

We can also offer assistance if you’ve been appointed as an Executor – or, you can appoint us as a professional executor to administer your own will.



OTHER SERVICES

 


 

See how our services can help address your overall wealth management needs.


FINANCIAL CARE & MANAGEMENT
From handling your everyday financial obligations to managing your banking and investments, we’ll simplify your money matters.

From handling your everyday financial obligations to managing your banking and investments, we’ll simplify your money matters.


TAX PLANNING
We’ll help you develop tax-efficient financial strategies.

We’ll help you develop tax-efficient financial strategies.


BUSINESS SUCCESSION
Working with your legal advisor, we'll assist you with the development of a business succession strategy that helps transition the management and ownership of your business according to your wishes.

Working with your legal advisor, we'll assist you with the development of a business succession strategy that helps transition the management and ownership of your business according to your wishes.


PHILANTHROPY
We’ll help you put a philanthropic structure in place to create a lasting legacy that can make a difference in your community.

We’ll help you put a philanthropic structure in place to create a lasting legacy that can make a difference in your community.


CONTACT US

 


 

Let’s have a conversation about how our
BMO Private Banking
services can help you and your family.