We advise many retirees who have been with us through their career transistion. Their loyalty has been won by working diligently to give them the confidence of knowing that their Wealth Plan is being updated and reviewed on a regular basis.
We are here to answer your questions. When you call our team, you will reach a familiar person, not just a general line.
We do the legwork for you:
Build an all-season portfolio designed to generate income even if we have a period of negative returns.
Set you up to receive a steady stream of income from your portfolio, so you receive regular deposits and do not have to worry about cash flow.
Determine how much money will be available for your children and charities, and help you make the best decision.
Determine the best way to make charitable donations so that you receive a tax benefit while fulfilling your philanthropic goals, either through BMO Charitable Fund Program Donor Sponsored Funds or other strategies.