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BMO Private Wealth – Wealth Management, Investment & Banking ’);close Sign In Search box Cancel Country Selector CA You’re on B M O Canada website CA You’re on B M O Canada website Canada Canada US China Site Selector Private Wealth Personal Business Private Wealth Commercial Capital Markets Global Asset Management About BMO Language Selector EN English English English Français Français 简体中文 繁體中文 Why BMO Our Solutions Our Solutions Overview Wealth Planning Wealth Planning Strategies Tax Planning Business Advisory & Succession Planning High Net Worth Retirement Planning Investment Management Investment Management and Advice Responsible Investing Private Banking Banking and Borrowing U.S. Cross-Border Solutions U.S. Cross-Border Banking U.S. Credit Cards U.S. Mortgages & Borrowing Trust and Estate Estate Planning and Trust Services Philanthropy Specialized Wealth Management Services BMO Family Office Professional Athlete Wealth Management Wealth Management for Medical Professionals Wealth Planning for Executives and Professionals Resources Tax Guide BMO Private Wealth Careers Insights Find a Wealth Professional Site Selector Private Wealth Personal Business Private Wealth Commercial Capital Markets Global Asset Management About BMO Search box Cancel Country Selector CA You’re on B M O Canada website CA You’re on B M O Canada website Canada Canada US China Language Selector EN English English English Français Français 简体中文 繁體中文 Why BMO Our Solutions Our Solutions Overview Wealth Planning Wealth Planning Strategies Comprehensive wealth plans Tax Planning Optimized tax strategies Business Advisory & Succession Planning Wealth planning and succession strategies High Net Worth Retirement Planning Preparation for retirement Investment Management Investment Management and Advice Tailored strategies for your portfolio Responsible Investing Invest for a better tomorrow Private Banking Banking and Borrowing Optimized banking and lending solutions U.S. Cross-Border Solutions Canada to U.S. financial solutions U.S. Cross-Border Banking Efficient banking across borders U.S. Credit Cards Exclusive rewards and services U.S. Mortgages & Borrowing Borrowing solutions in the U.S. Trust and Estate Estate Planning and Trust Services Protection for your family and legacy Philanthropy Purposeful donations and strategic giving Specialized Wealth Management Services BMO Family Office Expert high-net-worth wealth management Professional Athlete Wealth Management Tailored wealth solutions for athletes Wealth Management for Medical Professionals Full-service wealth management solutions Wealth Planning for Executives and Professionals Customized wealth plan for your needs Resources Tax Guide An overview of tax reporting & deadlines BMO Private Wealth Careers Join the trusted Private Wealth team Insights Find a Wealth Professional Navigation through complex transactions. Cash management and borrowing solutions Your Private Banker can recommend cash management and borrowing strategies that simplify personal and business needs. They can help you optimize your cash flow by leveraging the value of your assets. In addition, you’ll have access to exclusive banking and credit products. Our Private Banking solutions: Banking & Borrowing U.S. Cross-Border Solutions Wealth Planning and Strategy Differences between U.S. and Canadian mortgages Thinking about a cross-border property purchase? Now’s the time to learn the different rules and requirements surrounding Canadian and U.S. mortgages. see all of our solutions Connect with a Professional Grow your wealth with tailored and resilient investment strategies aligned with your personal goals BMO Private Wealth professionals work to understand your needs, goals, risk tolerance and circumstances. Based on a proven discipline they build your portfolio with an investment strategy that’s right for you. Robust research and analysis from our leading experts Our wealth professionals have access to research from BMO Capital Markets, our network of highly respected analysts and economists, and strong internal and external multi-asset strategists. Our experts work together to help create the right plan for you. Our Investment Management solutions: Investment Management and Advice Responsible Investing Wealth Planning and Strategy The wide world of alternative investments To enhance downside protection, it’s time to think beyond stocks and bonds. Ewa Townsend Director, Alternatives Strategies, BMO Private Wealth see all of our solutions Connect with a Professional Prepare for the future We understand that taking care of your family is your number one priority, and your trust and estate plan should reflect that. You can feel assured that our holistic approach is designed to safeguard both your wealth and your wishes. Leave a lasting legacy Further the greater good with a detailed philanthropic plan that aligns with your values, preserves your wealth for future generations and delivers measurable and rewarding outcomes for your chosen charities, and can also provide you with tax advantages along the way. Our Trust and Estate solutions: Trust and Estate Services Philanthropy Estate & Trust 8 tips to bulletproof your Will In a perfect world, your final wishes would be carried out just as you wish. But what if a member of your family isn’t happy and contests your Will? Melanie McDonald, LL.B., TEP Vice President & Regional Director (Western Canada), BMO Trust Company see all of our solutions Connect with a Professional 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. How we work with you Our expertise Read the latest from our global team of experts on market trends and financial news with informative articles that capture and interpret the market. Responsible Investing Responsible Investing: busting 5 myths to build a better portfolio We debunk the biggest RI myths to help you build a better portfolio. Wealth Planning and Strategy 6 tips for talking to adult children about your family’s wealth How can you have money-related discussions with your adult children? Shelley Forsythe Director, Family Enterprise Planning, BMO Family Office Estate & Trust Estate planning for modern families in a post-Brady Bunch era Find out how blended unions can develop – and communicate with loved ones – a plan that’s right for their unique situation. Lydia Potocnik, LL.B, TEP, FEA Head, Estate Planning and Philanthropic Advisory Services, BMO Private Wealth read more insights Start the conversation Connect with a BMO Private Wealth professional about your needs. connect with a professional Find the nearest location Find a BMO Private Wealth Professional Locate an Office Modern Slavery Act Statement Privacy Legal Security Careers Investor Relations Accessibility at BMO Support CDIC for Eligible Entities Customer Complaint Handling...