Have a family vacation property? Make the transfer smoother with an effective succession plan. We can help you get started.

 

 

Succession planning for the family vacation property

 

Parents often agonize over a succession plan for the family vacation property. That’s why it’s important to communicate when developing your plan and regularly review it so it remains relevant for everyone concerned.

 

Read our feature

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HOW WE HELP

 


 

We can put proactive strategies in place so that you’re well positioned as your life changes and your needs evolve.

Our priority is you
and your family

 

Transitioning your wealth from one generation to the next can be complicated – even when things appear to be straightforward. We’ll help simplify the transition process.

We’ll help with
planned changes

 

Whether you’re making a major purchase, approaching retirement or transitioning a business, we’ll help make it easy so you can enjoy these positive events.

We’ll help with
the unexpected

 

Sometimes life presents unforeseen obstacles. With personal service and a dedicated team behind you, we’re here when you need us most.

 

 

 


 

OUR SERVICES

 


 

Our services are designed to create opportunity and provide peace of mind, supporting all transition periods throughout your life.


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.


BANKING & BORROWING
We’ll simplify your banking and borrowing needs so you can achieve the things that matter to you.

We’ll simplify your banking and borrowing needs so you can achieve the things that matter to you.


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.


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.