Richard White

Director- Trust Services

Tel: 250-448-7306

Address

BMO Private Wealth
BMO Trust Company
294 Bernard Avenue
2nd Floor
Kelowna, BC
V1Y 6N4
Map

Contact Me

BMO PW Services

Wealth Management Services:

  • 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 held 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