Tailored Planning

Tailored and integrated wealth planning

We begin the wealth planning process with an initial meeting to discover your goals and concerns. I follow best practices to solve the problems and concerns that keep you up at night. My in-depth discovery process considers your current and future wealth goals and obligations to ensure we design a customized solution that considers multiple priorities. You and your goals remain central to the planning process and all the recommendations that I present to you.
When a deeper level of expertise is required, I collaborate with my experienced network of BMO specialists – at the pace you want and need – to offer highly sophisticated planning. You may need time to get comfortable about sharing very personal information, adjusting to change and making decisions. On your terms, I will help you plan to achieve your retirement and other wealth goals so you can focus on what matters most to you.
I will bring together and manage an extended team of in-house BMO Private Wealth experts based on your unique needs and work very collaboratively to build a total wealth management plan based on your personal situation. This can include:

  • Investment management

  • Tax efficiency planning

  • Accountancy services

  • Insurance solutions

  • Legal consultation services

  • Trust and will services

  • Customized credit solutions

  • Private and commercial banking

  • Cross-border advisory services

  • Liaison with your existing advisors

  • Business/practice succession planning

  • Estate planning

  • Retirement planning 

  • Planned giving strategies

  • Customized credit and banking services and solutions

  • Cash management planning to support your pre- and post-retirement lifestyles

Together, we will ensure your wealth management needs are fully considered and integrated seamlessly when developing your family wealth solution, no matter how complex.