Aric Truax, CFA

Senior Investment Counsellor & Portfolio Manager

Tel: 519-885-0366

Address

BMO Private Wealth
20 Erb St W
Waterloo, ON
N2L 1T2
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Complete and Integrated Wealth Planning

 

On our team we have BMO Private Wealth specialists who provide a full suite of wealth planning advice and services.
 
This sets our team apart from many Investment Counsellors who advise ultra-high net worth clients by offering portfolio management alone.
 

Goals-based wealth planning

We begin by discovering what matters to you and learning your short- and long-term priorities on family, work, lifestyle and money, as well as your various holdings, properties and family dynamics. We then determine your needs and risks. Using a holistic and proactive approach, we will design an integrated, comprehensive and customized Wealth Plan and resolve challenging situations.
 
Our broad network of BMO Private Wealth partners brings you tremendous financial bench strength:
  • Trust Services
  • Private Banking Professionals
  • Will and Estate Planning
  • Business and Commercial Bankers
  • Tax Experts
  • Business Transition specialists
  • Insurance specialists
  • Philanthropic Advisors
 

 We will:

  • Work together to coordinate an array of solutions that reflect your values and priorities.
  • Create your bespoke and flexible Wealth Plan that is customized to meet your needs
  • Regularly review and update your Wealth Plan during periods of transitions to ensure your goals are proactively, strategically managed.

Major life transitions

With the specialized assistance of BMO Private Wealth partners, we can add significant value when helping you to prepare for major milestones or manage periods of transition; for example, when you:
 
  • Get married or divorced
  • Buy or sell a business or practice
  • Inherit money
  • Change your career
  • Start a family
  • Plan for and enter your retirement years
  • Buy or renovate your home or vacation property
  • Have an accident or are diagnosed with a major illness
  • Decide to fund an education
  • Wish to make a major charitable contribution