HOW WE HELP
We work with you to preserve your wealth for your future, your family’s future, and to create the legacy you have in mind.
We help you
Your personal Investment Counsellor is an expert in helping anticipate and respond to risks and opportunities, providing guidance to help you preserve your wealth.
We’ll help you develop
tax efficient strategies
Through our tax planning services, we will work closely with you and your tax professional to incorporate tax planning strategies into your overall wealth plan.
We help you plan for the continuity of
your financial affairs
We work with you to establish a roadmap that guides us in managing your wealth according to your wishes – a roadmap that is expertly carried out by our trust specialists.
Our services are designed to protect your wealth, and help preserve it for future generations.
By understanding your story, we’ll build a flexible wealth plan, help you put it into action and fine-tune it as your life evolves.
We’ll design an investment portfolio that fits your lifestyle now and your plans for the future.
TRUST & ESTATE SERVICES
Working with your legal advisor, we’ll assist with your estate planning, helping you to transfer your assets to the next generation.
FINANCIAL CARE & MANAGEMENT
From handling your everyday financial obligations to managing your banking and investments, we’ll simplify your money matters.
We’ll help you develop tax-efficient financial strategies.
Let’s have a conversation about how our
BMO Private Banking
services can help you and your family.