The careful balance of risk and reward is one of the primary benefits of professional wealth management. To protect your wealth, we offer a variety of ways to help you manage risk while taking advantage of the right opportunities.

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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
manage risk

 

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

 


 

Our services are designed to protect your wealth, and help preserve it for future generations.


WEALTH PLANNING
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.

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.


INVESTMENT MANAGEMENT
We’ll design an investment portfolio that fits your lifestyle now and your plans for the future.

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.

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.

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.


CONTACT US

 


 

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