We will create your multidisciplinary wealth plan: a road-map to your financial future. We integrate advice from our trusted network of wealth specialists to help protect and enhance your net worth across generations. This involves:
BMO Private Banking
Experienced Private Bankers focus on your personal needs. They provide creative solutions in everyday and direct banking, navigate intricate financial situations and structure complex transactions, and help in financing your personal, investment and professional credit needs.
BMO Commercial Banking
Our Commercial Bankers have local presence, deep industry knowledge, and a grasp on the latest industry news, topics and trends. They will help you grow your business or invest in R&D and serve your family and business banking to save you time and money.
Cross-Border Planning
A dedicated Cross-Border support team built to serve BMO Private Wealth clients with tax planning, wealth planning, trusts and advisory services, and product solutions which include:
Trust Services
BMO Trust Company can help your family preserve and transfer wealth for generations and make informed decisions in complex and emotionally charged situations. Our trust professionals will help you with:
Estate Planning & Insurance
BMO Estate & Insurance Advisory Services will help you build a more tax-conscious portfolio and thoughtful estate plan at any level of complexity and leave a tax-advantaged legacy to your heirs. We use insurance as a tax-efficient estate planning tool and ensure that you, your family and your business are covered in the case of critical injury or illness, death, or disability.