Aric Truax, CFA

Senior Investment Counsellor & Portfolio Manager

Tel: 519-885-0366

Address

BMO Private Wealth
20 Erb St W
Waterloo, ON
N2L 1T2
Map

Contact Me

Complete Family Office Services

 
 

Our complete and fully integrated Family Office services caters to ultra-high net worth, multigenerational families to:
  • Mitigate tax and minimize risk,
  • Plan tax-efficient estates and trusts,
  • Plan proactively for retirement and other major life events,
  • Protect their families and minimize tax through insurance solutions,
  • Make meaningful and strategic philanthropic contributions, and
  • Engage the next generation to manage their wealth wisely and offer them the same low family fee regardless of the size of their assets under management.