In addition to providing banking and borrowing solutions, I will lead a team of specialists across BMO Private Wealth to bring you unified and complete wealth leadership, all under one roof:
Investment management
Tax strategies
Trust and estate planning
Insurance solutions
Business valuation and succession planning
Investment banking
Commercial banking
Philanthropic options, and more.
If you own multiple companies, properties, insurance policies and international assets, we have the sophistication to help you structure your assets and liabilities, minimize tax, and efficiently transfer your wealth to your heirs according to your precise wishes. Investment returns are not the only way to maximize your wealth.