Whether you’re paying off debt or scaling up your practice, we can help you manage your finances, plan for retirement and enjoy the lifestyle you’ve earned.

BMO Private Wealth specializes in advising physicians, specialists, residents and other healthcare providers at every stage of their medical careers. With long hours, busy schedules and the other extreme demands of your profession, you need even your most complex financial affairs to be as streamlined and simplified as possible.

We offer experienced, integrated wealth management advice to help you set down plans to pay down debt, maximize your income stream, plan wisely for retirement, and enjoy the wealth you’ve worked long and hard to achieve.

Our expert partners at BMO Private Wealth offer:

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Total wealth services.

Wealth is like health – the best outcomes depend on a holistic approach. We can make banking, borrowing, investing and wealth planning quick and easy, all under one convenient roof. We work closely with BMO specialists in private banking, commercial banking, lending, tax planning, trust and estate planning, insurance, business succession planning, legacy planning, and more. You will be introduced to the right individuals for your needs.

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Goals-based financial planning.

We practice disciplined wealth planning based on your own meaningful goals, rather than market benchmarks. Your financial plan is the blueprint upon which your asset allocation and investment portfolio will be built and measured. Our complete, tailored wealth services will be delivered through a personalized relationship with you and a deep understanding of your unique financial challenges.

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Expertise in reducing debt and boosting cash flow.

It costs an enormous amount to attend medical school and start and grow a practice. We can help you to pay down substantial debt, begin to accumulate capital, adopt strategies to improve your cash flow and bring discipline to your spending habits, without feeling like you’re on a budget.

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Strategies for a great retirement. 

We are well qualified to help you plan for all your financial needs. In addition, we work closely with BMO retirement planning experts in highly complex situations. Together, we can help you understand and plan to achieve an ideal retirement as you define it. The key is to diversify intelligently so that all your assets are not held within your practice.

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Objective advice.

At BMO Private Wealth, we are free to access a virtually unlimited spectrum of investment solutions with complete objectivity, to ensure you have access to the right investments based on your objectives and personal situation.

Let me help you make the most of your medical career with personalized financial advice tailored to healthcare professionals

 Contact me to get started.