We provide comprehensive wealth advisory services to individuals, families, business owners and corporations.

Backed by the strength, expertise and knowledge of BMO, your dedicated Private Wealth Professional can access an extensive range of products and services to support and help you reach your financial objectives.

 

Investment Management

Whether your focus is preserving wealth, increasing wealth or a mix of both, our BMO Private Wealth professionals work with you to recommend an investment strategy that can help you achieve your goals.

 

Wealth Planning

Whether you have recently acquired wealth or you’re looking for a different perspective on how to manage your wealth, a personalized Wealth Plan is key to feeling connected to your wealth.

 

Estate & Insurance Advisory

We all have an instinctive need to take care of our family. One way to safeguard your wealth is through estate planning and having the appropriate trust and estate administration services in place, ready for when you need them. We take a holistic approach to protecting your wealth and providing ongoing support and management.

 

Banking & Borrowing

You’ll work with an experienced banking professional who will identify and implement banking solutions that work for you and your lifestyle. This could include bank accounts, online banking, credit cards and other customized credit products. It could also include investment lending or mortgages for an investment or recreational property.

 

Philanthropy

Leave a lasting legacy that reflects your values and beliefs and makes the world a better place.

 


For more information on the services that BMO Private Wealth Edmonton offers, please contact a us today.

Click here to learn more about BMO Private Wealth Services