Private Banker
Tel:
604-678-8807
Tel:
604-790-0746
BMO Private Wealth
595 Burrard Street
9th Floor
PO Box 49500
Vancouver, BC
V7X 1L7
Map
Publications
Managing Your Wealth
Wealth Planning Facts & Figures
This is a helpful resource summarizing important tax, retirement and estate planning information.
Wealth Themes
Wealth Themes is a monthly compilation of timely articles and tools from our experts and other BMO Financial Group partners.
Estate & Succession Planning
Preparing Your Last Will and Testament
The attached article – Preparing Your Last Will and Testament – explains various aspects of Will preparation including, the importance of appointing an appropriate executor, life events that warrant a Will review and the use of testamentary trusts.
Economic and Market Updates
Focus
Focus is a weekly financial digest.
Client Podcast: Brian Belski’s Market Outlook for 2021
In this episode, Sylvain Brisebois, Senior Vice-President and National Sales Manager, BMO Private Wealth speaks with Brian Belski, Chief Investment Strategist, BMO Capital Markets who shares his thoughts on the unprecedented nature of 2020 and challenges that remain for 2021. BMO Capital Markets’ recent publication, 2021 Market Outlook, is also attached to this invitation.
