BMO Private Wealth
123 Test st.
As a Private Wealth Consultant at BMO Private Wealth, I bring professional expertise and advice to help retirees, professionals, business owners and executives, and their families to enjoy the opportunities wealth brings, while simplifying its complexities.
To begin building a lasting relationship with you, I will get to know what matters most to you – your short- and long-term priorities on family, work, lifestyle and money.
Then, based on a full appreciation of your unique needs, I will engage a diverse team of BMO Private Banking wealth management professionals to help me coordinate an array of solutions reflecting your values and priorities. From banking and investment management to estate and trust services and wealth planning, we create a customized, flexible wealth plan for you and constantly adjust it to external conditions and life transitions.