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The death of a spouse can be one of life’s most painful and difficult experiences. Before embarking on the tasks necessary to manage the result…
Affluent home buyers can often make a choice in how they finance the purchase of a primary or secondary residence. The use of existing liquidity in c…
Owners of family businesses sometimes find themselves spending more time working in the business than working on it, specifically on ensuring its lon…
Building a legacy Being there for each other through every life stage, from caring for aging parents to providing financial stability for the next generation. That’s what families do. Whatever you need, whatever your goals, we’l…
Financial Planning at BMO Investment Services Overcoming challenges. Seizing opportunities. Behind every smart plan is a clear understanding of how to accomplish both. We’ll help you grow, protect and transition your wealth thro…
Women & Wealth Whether you are aware of the nuanced details about your wealth or you are looking for a wealth advisor, we are here to help you pursue your goals, and beyond. Interested in goal-based investing? Preparing t…
Hanny Pei-Rodriguez joined BMO U.S. Bank, Estate Settlement Services in 2020, coming from another large financial institution where she administered special needs trusts, personal trusts, and guardianships accounts. Hanny is also a licensed at…
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