Welcome

 We’re committed to supporting affluent individuals and families to sustain their wealth and legacies across the next generation.

We provide a customized team of BMO Private Wealth professionals to offer end-to-end advisory services. We take a holistic approach to design an integrated wealth plan to protect your wealth and work on all aspects of succession planning including trust and philanthropy advisory. From establishing the optimal governance structure to facilitating family meetings, our team has the collective expertise to advise you both personally, and professionally. 

By delivering personalized services to families with sophisticated wealth needs, we develop relationships that are trusting, comfortable and long-lasting.  


 

 

 

Attachments

Separation, Divorce and your financial Plan

Looking Forward to Life's Milestones