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From draft night to Hall of Fame and every step along the way, BMO Wealth Management offers customized and complete wealth management services designed to meet your unique needs. We focus on athlete clients who have an entrepreneurial instinct and desire to be wealth creators within their respective communities.

Designed for every phase of your career.

Your wealth enables unique opportunities and advantages. But it also comes with responsibility and complexity. At BMO Wealth Management, we understand the lifecycle of athletic careers and center wealth strategies around these stages by helping successful professionals to take action on what’s important to drive exceptional financial outcomes.

BMO Wealth Management provides customized wealth strategies to professional athletes in the sports industry. Our focus is on entrepeneurial minded athletes who desire to be wealth creators.

 

BMO Wealth Services offered to Professional Sports clients 

 

This information is not intended to be legal advice or tax advice to any taxpayer and is not intended to be relied upon. BMO Harris Bank N.A. and its affiliates do not provide legal advice or tax advice to clients. You should review your particular circumstances with your independent legal and tax advisors. Estate planning requires legal assistance which BMO Harris Bank N.A.  and its affiliates do not provide. Please consult with your legal advisor.

We are committed to empowering our athlete clients through education, putting them in the best position to achieve financial well-being for their life and legacy.

3 stages to defining purpose: State your intention, Create a strategy and Launch your legacy

 

We work in concert with your team and we hire and retain local professionals who are knowledgeable, consistent and committed to ongoing education, and who are backed by the resources of BMO Financial Group, one of the largest diversified service providers in North America. 

 

As a corporate trustee through our legal entity, BMO Harris Bank, N.A. we bring a complete
and unbiased understanding to the impact of the language within governing trust documents, as well
as the tax impact and the delicate nature of the interpersonal relationships and family dynamics involved. We are held to high fiduciary standards, oversight and controls.

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