Goals-Based Wealth Planning

Our team will spend time getting an in-depth understanding about what a wealthy life means to you – your priorities on family, work, lifestyle and money. During this process we will discover what matters to you and learn your short- and long-term priorities, various holdings, properties and family dynamics.
We will ensure your will, estate, beneficiaries and other important matters are up to date and determine your needs and risks. Then, following a holistic and proactive approach, we will design an integrated, comprehensive and customized Wealth Plan that can adapt to external conditions and personal transitions and resolve challenging situations.
Working with a passionate, experienced team of BMO Private Wealth specialists, we will create your customized, investment Wealth Plan. Together, we can assist with tax considerations, create trusts, and build financial synergies and help you plan and protect your estate. Our broad network of BMO Private Wealth partners brings you tremendous financial bench strength:

  • Will reviewers

  • Platinum Banking professionals

  • Tax planners

  • Business and Commercial Bankers

  • Asset managers

  • Investment bankers

  • Trust and estate planners

  • Risk management experts

  • Insurance specialists

  • Business succession specialists

  • Credit consultants

  • Strategic philanthropy consultants

We will constantly adjust your plan and banking needs to external conditions and life transitions to ensure your goals are proactively, strategically managed. This saves you time and worry when making important decisions. You know your financial affairs are in order and remain on track to reach your goals throughout your life – the ultimate benchmark of success.

Guiding you through major life transitions
With the specialized assistance of our BMO Private Wealth partners, we can add significant value when helping you to prepare for major milestones or manage periods of transition; for example, when you:

  • Get married or divorced

  • Buy or sell a business or practice

  • Inherit money or win a lottery

  • Change your career

  • Start a family

  • Plan for and enter your retirement years

  • Buy or renovate your home or vacation property

  • Have an accident or are diagnosed with a major illness

  • Decide to fund an education

  • Wish to make a major charitable contribution