Bring your vision to life
Receive tailored solutions from award-winning experts to match each stage of your wealth journey.
Manage your wealth with bespoke planning solutions
- Your wealth plan is a living and breathing blueprint for your financial future. As your life changes, so does your wealth plan. Your dedicated BMO Private Wealth professional, along with our team of experts will help you achieve your goals.
Expert strategic wealth services
Through a personal and authentic relationship, your trusted professional will create comprehensive wealth planning strategies based on your needs that will help you feel connected to, in control of, and secure with your wealth.
Our Wealth Planning solutions:
Our experts share the many personal, financial, tax, and legal implications to consider when gifting assets to family members.
Entrust your wealth to a proven, global and transparent firm
- DEDICATED PROFESSIONAL
As your single point of contact
- RENOWNED EXPERTISE
From our team of global experts
- AWARD-WINNING SERVICE
From Canada’s Best Private Bank (World Finance Magazine, 2023)
Our team collaborates to further your vision
Our strong team includes specialized financial planners, tax specialists, philanthropic experts, private bankers, trust and estate specialists, and investment professionals.
Our qualified wealth professionals at BMO Nesbitt Burns, BMO Private Investment Counsel, BMO Bank of Montreal, BMO Trust Company partner collaboratively with your best interests at heart. Working together as one team, we can help make your vision a reality.
