At all stages of your practice, we can help you manage your assets, plan for retirement and enjoy the lifestyle you’ve earned.
Our team specializes in advising physicians, surgeons, specialists and residents at every stage of their medical careers. With long hours, busy schedules and the other extreme demands of your profession, you need a dedicated team to manage your complex financial affairs and keep your wealth experience streamlined and simplified. Why invest with BMO Private Wealth? We provide much more than experienced, disciplined wealth management advice. What sets us apart is the collaborative way in which we approach your full-circle wealth considerations. We bring all the experts you need to the table who have extensive experience working together to serve the needs of affluent clients:
An estate planning team which includes our in-house lawyers.
A tax planning team featuring CPAs who have worked with the big four accounting firms.
Wealth Planners who are Certified Financial Planners (CFPs®).
Trust specialists who have helped families with some of the most emotionally charged, complex family and business dynamics.
BMO Private Bankers, commercial lenders, philanthropic strategists, and other professionals who know how to use the sophisticated offerings in the BMO Private Wealth toolbox.
Through our culture of close collaboration and forward thinking that unites a network of experts, with your interests top of mind, we can help you to:
Plan for retirement without relying on the sale of your practice,
Plan your estate, no matter how complex,
Maximize your income stream,
Pay down debt,
Enjoy the wealth you’ve worked long and hard to achieve,
Plan for practice succession,
And much more.
To keep things streamlined for you, we deliver this tremendous breadth of offerings through one relationship with our team. We will integrate everyone’s advice in the context of your overall Wealth Plan.