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.