Specialized wealth leadership for Indigenous communities

We advise Indigenous communities and manage their trust funds

By providing meaningful solutions and applying a lot of hard work, we have earned the trust and respect of discerning First Nations groups and our valued relationships have grown organically and significantly.

Today, we work with several Treaty X Chiefs and Council Members. We enjoy meeting with them in their communities, getting to know them intimately and addressing their needs with our specialized approach. We learn from our clients every day and recognize that we always have more to learn.

With respect for Indigenous communities’ trust fund structures, astute business practices and exponential success and growth, we provide solutions to their unique needs, such as:

  • Infrastructure financing for builds such as new administration offices, bridges, roads, and other capital projects
  • Financing for entities owned by Indigenous governments
  • Investment management for economic development corporations
  • Partnerships within BMO Commercial Banking

 

We can also offer Indigenous individuals and families integrated wealth management services across our network of BMO Private Wealth specialists, Private Bankers, and Commercial Bankers:

  • Comprehensive wealth planning services
  • Trust, estate administration, and executor services
  • Estate planning
  • Insurance solutions
  • Business advisory services
  • Succession planning services
  • Philanthropic strategies, including private foundations

 

In short, we can manage personal and corporate assets in addition to financing your infrastructure all under one roof.