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Wealth Planning

  • Your financial security
  • Assisting your parents
  • Assisting your children or grandchildren
  • Intergenerational Wealth Transfer

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Retirees

  • Retirement planning
  • Retirement income options
  • Company pension transitions
  • Business succession
  • Tax savings/efficiency

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Creating a Legacy

  • Distributing your assets
    • Wills and trusts
    • Estate preservation
    • Asset protection

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Philanthropy and Giving Back

Your giving strategy

  • Private foundations
  • Community foundations
  • BMO NB Charitable Giving Fund

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Investing for the Future

Customized portfolio strategies

  • Overall savings strategy
  • Fee-based solutions
  • Managed programs
  • Discretionary investment management
  • Traditional investments

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Protecting your Lifestyle

  • Power of Atoorney
  • Disability Income
  • Survicor income
  • Your personal health care
    • Critical illness
    • Long-term care