Wealth Planning for Executives and Professionals



Helping you optimize your wealth benefits

As an executive within an organization or running your own business or practice, you are managing competing priorities. BMO Private Wealth professionals work with you to integrate your business and personal priorities through the creation of a customized wealth plan which helps prepare you for the future.

Planning your long and short-term goals
Collaboration and integration are the keys to our approach. We’ll take the time to get to know you, your business or practice, and your short- and long-term goals. And we’ll be there for regular check-ups to update your plan as needs and goals change including:

  • Retirement

  • Changing careers

  • Selling your practice

  • Protecting your family from income loss

  • Transferring assets to family members or philanthropic initiatives


Helping you with your financial and business goals

Executives
The world is moving at a high pace and the only constant is change. You want to be prepared for events that may impact you in the future. Having a wealth plan in place will help ensure that you are prepared for whatever the future holds.

Women-led enterprises
Businesses led by women are the fastest growing segment in North America, and we're here to help you succeed by understanding your unique needs, supporting causes that are important to you and providing you with the tools and resources to help you realize your financial goals.

Physicians
As a medical professional your needs are complex. We support you with a comprehensive package of banking services along with a dedicated BMO Private Banker who understands the unique needs of medical professionals.As a medical professional your needs are complex. We support you with a comprehensive package of banking services along with a dedicated BMO Private Banker who understands the unique needs of medical professionals. You can expect wealth management advice addressing topics such as government restrictions on income splitting and the taxation of passive income.

From buying or leasing property to purchasing equipment and paying staff, financing and cash flow management are key. Our healthcare business experts can help guide you.