Caroline LeBlanc

Seamless, Tailored Financial Services for Families With Significant Wealth
 

Whatever your financial aspirations, we can help to guide your pivotal decisions, summon the vast resources of BMO Financial Group, and navigate the complexities that accompany substantial wealth to bring your family curated financial solutions.

Our Ultra-High Net Worth Team at BMO Private Wealth is consistently recognized for client satisfaction. Our team works closely with Canada's most successful and philanthropic families to manage their wealth, legacy planning, strategic gifting and credit structuring.  In tandem with BMO Wealth US, we can easily provide cross border North American solutions.

 

 

Our work centers on:

• Delivering personalized services and structuring and managing complex wealth matters to families with sophisticated wealth needs.
• Using a holistic approach to design an integrated wealth plan to work on all aspects of succession planning, ensuring your family wealth lasts for multiple generations.
• Curating the ideal advisory team of professionals including financial planners, tax planners, estate planners, and philanthropic services that specialize in advising ultra-high net worth families to deliver tailored lending and banking solutions.