Your unique situation deserves a personalized plan

Question

WEALTH PLANNING

Answer 1

Our comprehensive wealth planning process combines a personalized analysis of your financial situation with a thorough assessment of the market.
We use a unique four-step process that includes discovery, collaborative planning, customized implementation and continuous review of the plan to help you keep your finances on track.

Answer 2

Our services include deposit accounts, online and mobile banking, credit cards, investment lending, construction loans and mortgages for your home or vacation property.
We can help create customized borrowing solutions to help you access funds when you need them, while simplifying your everyday finances.
We have in-depth knowledge and understanding of cash flow from partnership income.

Answer 3

Whether you prefer professional asset management or a full-service brokerage relationship, we offer a customized process to craft a portfolio that reflects your goals, risk level and timeline.
We provide an analysis of overall asset allocation with and without Grant Thornton capital to guide you in meeting your investment objectives.
Acute understanding of independence requirements through our dedicated participation and training in the Global Independence System (GIS).

Answer 4

Make the most of your future with retirement planning and income strategies that can help you achieve your personal goals for your retirement years.
We understand that healthcare insurance plans are one of the largest retirement expenses. Our planners can provide customized advice and considerations to prepare for this expense and strategies for implementation.

Answer 5

Manage your estate plan and help to ensure a smooth transition of wealth to the next generation.
Through collaboration with your estate planning attorney, we can advise on tax and investment strategies that can help to efficiently achieve the goals of your family trust and estate plan.
Help reduce estate taxes and help your loved ones get the maximum value of your estate by leveraging beneficiary designation options.
Help address some of the more unique and sophisticated needs of our clients through our Delaware-based affiliate, BMO Delaware Trust Company.

Answer 6

Our philanthropic advisors guide you on how to use your wealth to make a positive difference for organizations you care about. Our approach helps you leave a meaningful legacy with a lasting impact.
Our advisors will work with you to design a plan which achieves your charitable objectives and enhances your wealth plan.
We can help you structure your giving to enhance its value for the recipients, while identifying tax benefits for you and your family.

Answer 7

Risk management is a key part of your wealth plan. We can help you identify insurance strategies to help protect your family’s assets and achieve your financial goals.

Answer 8

We can help you understand your personal tax environment and identify opportunities to grow your savings and meet your financial objectives.

Answer 9

Get a holistic view of your financial life with BMO Wealth Connection. Our planning tool links all of your accounts, whether they’re at BMO or elsewhere, so you can stay up-to-date on your investments and assets. Plus, get real-time recommendations and advice to help you meet your goals.

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