Planning with a team of experts, BMO Private Wealth offers award-winning wealth management services dedicated to helping affluent families with all aspects of your wealth needs, now and into the future.
These include disciplined investment management, complete wealth planning to help your family achieve your long-term goals, and banking and borrowing solutions through BMO Private Banking and BMO Business Banking.
Based on your family's unique needs and objectives, and according to your deeply help priorities and values, we use a highly personalized approach that can deliver
Family/testamentary trust services
Investment management
Estate administration
Insurance solutions
Estate planning
Philanthropic strategies
Estate & Power of Attorney for Property litigation support
Concierge services