Senior Private Banker | CFP, FEA
Tel:
604-665-7458
Tel:
604-351-8550
BMO Private Wealth
885 West Georgia Street
18th Floor
Vancouver, BC
V6C 3E8
Map
We offer a personalized approach to wealth planning for successful, wealthy Canadians.
Pre-or Post-Retiree? We can guide you through an effective and holistic planning process in areas such as intergenerational wealth transfer, cash flow, long-term care, retirement and estate planning (including counsel at family meetings to share thoughts, wishes and objectives); establishing/updating wills and powers of attorney; using insurance as a safety net; and appointing an appropriate executor to ensure your benefactors are secured for the future. |