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.

Recent Posts

Weekly Strategy Perspectives: Consumers – The (not so) Little Engine that Could

May 30, 2025 - BMO Private Wealth

The Through Line: For months, the disconnect between sturdy economic data and steadily weakening sentiment readings has perplexed those trying to decode the market’s long-term path......

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Weekly Strategy Perspectives: Riding Herd on a Budget Deal

May 23, 2025 - BMO Private Wealth

The Through Line: As U.S. House Speaker Mike Johnson tried to herd the cats toward passage of a budget reconciliation deal, bond vigilantes kept a close eye on the details. The U.S. budget deficit run rate – and the accumulated total debt......

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Weekly Strategy Perspectives: Guest Feature – Fixed Income in Focus

Apr 18, 2025 - BMO Private Wealth

The Through Line: Volatility in treasury markets has surprised investors in recent weeks as participants have grappled with a matrix of issues including the sustainability of global growth, fluidity in U.S. trade policy and the growing relative......

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