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

 

 

Vacation property succession planning

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


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.


CONTACT US

 


 

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

 

 

 

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BMO Private Banking is pleased to announce the launch of our two Chinese-language sites.

Set your language preference now and see how we can provide you with personalized wealth management advice.