Multigenerational advice One of the most rewarding aspects of my job is working with the heirs and parents of my clients. I advise all generations of a family, helping the young heirs to begin investing and learn the basics of sound wealth management and helping the seniors to maximize their retirement income and plan meaningful legacies.
Advising entrepreneurs and professionals BMO Private Wealth has very strong wealth planning capabilities for business owners and medical & legal professionals. Our business succession advisory team will help you to plan wisely at all stages of your career to help you grow, maximize and divest your practice or company, whether you are transferring to a family member or selling to a third party.
Understanding and maximizing executive compensation I have extensive experience with executive compensation platforms and can help you to understand the complex components of your pay package. On top of salary, components can include stock options, Restrict and Share Units (RSUs) and other structures. I will help you decode and mange your compensation package.
Philanthropic strategies With a good understanding of the various strategic philanthropy options available to you, I can help you meet your charitable giving desires while maximizing the tax advantages. Ask me about the benefits of donating securities and advance legacy planning.
Private Banking I will introduce you to a dedicated Private Banker who will focus solely on providing you and your family with distinctive, personalized guidance at all stages of life, whether your needs are straightforward or complex. Your Private Banker will proactively provide coordinated, customized services and help you navigate through all the many banking, borrowing, financing and corollary financial services of BMO Financial Group