We will also provide you with an integrated network of specialists across BMO Private Wealth. Together, we work very closely to provide services that include:

Tax Planning
  • The right advice on tax considerations that could impact your wealth plan and financial decisions.
  • Experienced BMO Private Banking tax professionals can help us integrate their tax knowledge with your overall wealth plan, provide customized tax strategies and keep you up to date on the latest tax regulations.
Trust & Estate Services
  • Guidance through the big decisions that touch multiple generations for long-lasting impact.
  • Ensure a smooth and orderly transition to your heirs through effective trust and estate administration.
  • A complete range of trust and estate services through BMO Trust Company.
Philanthropic Planning
  • To help you translate those important personal values into philanthropic ones
Commercial Banking
  • We will get to understand your industry and your business, respect your vision, listen to your needs and goals, and bring the resources of a bank with global capabilities and the local knowledge to customize solutions for your unique requirements.
  • BMO Commercial Banking has a global distribution network that can help connect and grow your business locally and internationally.
  • No matter what your business goals, needs or future trajectory, we have the breadth of resources and expertise to support you every step of the way on your journey to success.