Collaborating with BMO specialists.


Working with a passionate, experienced team of BMO Private Wealth specialists, we will create your customized and complete Wealth Plan. After working to truly understand your short- and long-run goals, together we will advise you regarding tax considerations, create trusts if required, and help you plan and protect your estate and legacy. Our broad network of BMO Private Wealth subject matter experts brings you tremendous financial bench strength:

  • Will reviewers
  • Tax planners
  • Asset managers
  • Trust and estate planners
  • Insurance specialists
  • Credit consultants
  • Platinum Banking professionals
  • Business and Commercial Bankers
  • Investment bankers
  • Risk management experts
  • Business succession specialists
  • Strategic philanthropy consultants

Guiding you through major life transitions.


With the specialized assistance of our BMO Private Wealth partners, we can add significant value when helping you and your loved ones to prepare for major milestones or manage periods of transition; for example, when you:

  • Get married or divorced
  • Inherit money or win a lottery
  • Start a family
  • Buy or renovate your home or vacation property
  • Decide to fund an education
  • Buy or sell a practice or business
  • Change your career
  • Plan for and enter your retirement years
  • Have an accident or are diagnosed with a major illness
  • Wish to make a major charitable contribution