Among our valued clientele are seniors who have recently sold their costly homes in Vancouver need professional asset management. With patience, sensitivity, empathy, and understandable language, we earn our affinity with retirees who enjoy working with us to obtain:
An Astute Plan for Your Retirement Vision. We will:
Help you create a legacy for your loved ones and chosen charities.
Consider setting up a family trust and/or private foundation.
Examine your family dynamics, health/longevity expectations, lifestyle, and commitments.
Analyze your finances, pension plan, insurance policies, employment retirement package, and income you can expect from the Canada Pension Plan (CPP) and Old Age Security (OAS).
Help you generate a tax-efficient income stream from your investment portfolio to accommodate your lifestyle needs throughout a long and comfortable retirement.
If you are a business owner, liaise with BMO Private Wealth Business Advisory specialists to prepare your company for sale or transfer, and the role it may play in your retirement.
Access to the Compassionate Services of BMO Trust Company, including:
Estate and trust services.
Power of attorney or executor duties.
The BMO enCircle® concierge program, which includes:
private banking services,
assistance with bill payments,
help planning a vacation or managing health and wellness issues,
assistance with income tax preparation, and
assistance finding seats for a sold-out show, locating a reliable chimney repair service, hiring a personal shopper to get your family outfitted for a trip, and more.