Wealth Planning

Wealth planning to reach your goals

You may have several holdings, properties and family complexities. After getting to know what matters most to you and learning your short- and long-term priorities regarding family, work, lifestyle and money, I can help you determine your needs and risks. Using a holistic and proactive approach, I design integrated, comprehensive and customized wealth plans and resolve complex situations so that you can have the confidence that your goals are within reach.
 
You can think of me as your chief financial officer and where needed I can access the expertise of additional expert BMO partners to help address your needs and collaborate on tax issues, trusts, and help you plan your estate. My broad network of BMO partners brings you tremendous financial bench strength:
 

Will reviewers	Platinum Banking professionals
Asset managers	Investment bankers
Trust and estate planners	Risk management experts
Insurance specialists	Business succession specialists
Credit consultants	Strategic philanthropy consultants
Tax planners	Lifestyle and financial services advisors

 
 

I will:   Work together with these partners to coordinate an array of solutions that reflects your values and priorities. Create a bespoke and flexible wealth plan that is right for you. Constantly adjust your plan and banking needs to external conditions and life transitions to ensure your goals are proactively, strategically managed.