A Full Suite of Wealth Services
On our team we have BMO Private Wealth specialists who provide a full suite of wealth planning advice and services.
This sets our team apart from many Investment Counsellors who advise ultra-high net worth clients by offering portfolio management alone.
Goals-based wealth planning
We begin by discovering what matters to you and learning your short- and long-term priorities on family, work, lifestyle and money, as well as your various holdings, properties and family dynamics. We then determine your needs and risks. Using a holistic and proactive approach, we will design an integrated, comprehensive and customized Wealth Plan and resolve challenging situations.