Wealth Planning



Create a financial blueprint with wealth planning
We know wealth builds complexity and the more money you have, the greater the complexity.
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. It provides a comprehensive overview of your current financial situation, and a plan to help you achieve your goals.
Your BMO Private Wealth professional can deliver a personalized Wealth Plan that’s coordinated with multiple aspects of your wealth picture – acting as your financial roadmap.

What does wealth planning include?
Managing your wealth requires a balance between meeting today’s financial needs and preparing for the future. Working closely with you, your BMO Private Wealth professional and our team of experts can dive into your evolving life and explore how you can effectively build and manage your assets.
At the heart of your Wealth Plan is investment planning. We’ll work with you to understand your risk tolerance, your target investment return and the right asset allocation for you, while keeping your goals in mind.

A comprehensive approach
Your Wealth Plan also helps manage complex considerations — including estate planning, philanthropic objectives, insurance needs and tax-minimization strategies — in light of your objectives and priorities.

Planning with our digital tool: BMO WealthPathPlanning with our digital tool: BMO WealthPath
Your BMO Private Wealth professional will develop your plan using our digital wealth planning tool – Your BMO Private Wealth professional will develop your plan using our digital wealth planning tool – BMO WealthPath®. You will be able to view your plan online and see how different ‘what-if’ scenarios may impact your financial plan. This helps you feel more connected to your finances. If you want to incorporate a change in your plan, please speak with your BMO Private Wealth professional.