We provide investment services for High Net Worth families and individuals.
Minimum 1 Million in Net Worth
A one team approach in providing a complete private wealth service.
Private Wealth Overview:
As a Senior Investment Counsellor, Raj and his team provide a high touch service with attention to detail. Each client receives a customized Wealth Plan with a roadmap to reach their goals. This integrates financial planning, estate and multi-tax planning, assets, real estate, holding companies, investments, and philanthropic needs.
We provide comprehensive wealth management planning for wealthy families. This requires the skills and experience of a well-coordinated and collaborative team of professionals, from investment, estate, business, legal, insurance, and tax disciplines.
Selling a business:
Maximizing valuation when selling a business requires planning. Don't wait until you are ready to sell to start the process. Get in touch with our team to learn how we can help you get the best price for your business. We also help to transition the business to a family member or key employee.
Investment Management Services:
We design custom discretionary investment portfolios, managed by an OSC and CFA Licensed Senior Investment Counsellor,with the end goal of working with you to meet your goals through investment performance.
An Industry Leader:
At BMO Private Wealth, you are surrounded by a team of experts that understands your needs and can help you prepare for opportunities and safeguard against risks before they arise. This intuitive, proactive approach to wealth management is at the heart of our award-winning service.