Giving back

Making an impact and building a legacy. There are few things in life that are more rewarding. But when you give back, you want to do it your way. We believe it comes down to building a strategy around your values and vision.

CONNECT WITH A PROFESSIONAL

Giving services

Trust & Estate

Personalized wealth transition planning, including asset preservation over generations, customized trust and estate plans and more.

Strategic Philanthropy

Bringing your philanthropic vision to life—from building a personalized giving strategy to sharing the results of your charitable impact.

Tax Planning Strategies

We collaborate with your tax advisors to help minimize your obligations by maximizing tax-advantaged strategies.

Wealth Planning

Smart thinking, smart planning—from portfolio management and banking needs to estate considerations and charitable giving.

Financial Planning with BMO Investment Services

An insightful, personalized approach to defining your financial vision and creating the right path to help you reach it.

SEE ALL SERVICES

Insights for you

Listen to women thriving in business and life

BMO Wealth Management is proud to present a podcast as part of our celebration of Women’s His…

EXPLORE RELATED INSIGHTS

The people behind the insights

Laurie Klinkhammer

National Head, Estate Settlement Services

BMO Wealth Management U.S.

As the head of BMO Private Bank's Estate Settlement Services group, La…

As the head of BMO Private Bank's Estate Settlement Services group, Laurie leads the post-death team that settles estate…

As the head of BMO Private Bank's Estate Settlement Services group, Laurie leads the post-death team that settles estates and trusts for deceased clients. She also works …

Leila T. Francis, JD

National Head, Fiduciary Advisory Services

Leila serves as a fiduciary professional and advisor in the areas of tax, …

Leila serves as a fiduciary professional and advisor in the areas of tax, trust and estate planning and administration. She …

Leila serves as a fiduciary professional and advisor in the areas of tax, trust and estate planning and administration. She provides customized advice to integrate the client…

Brad Herman, CFP®, AEP®, ChFC®

Regional Director, Wealth Planning

BMO Private Bank

Brad is a Regional Director of Wealth Planning, responsible for leading a …

Brad is a Regional Director of Wealth Planning, responsible for leading a team of Wealth Planning professionals while provid…

Brad is a Regional Director of Wealth Planning, responsible for leading a team of Wealth Planning professionals while providing leadership and strategic direction to the weal…

Stephen White, Senior Directo…

BMO Private Bank

Stephen White serves as a Senior Business Owner Strategist with the BMO BO…

Stephen White serves as a Senior Business Owner Strategist with the BMO BOSS - Business Owner Strategies & Solutions tea…

Stephen White serves as a Senior Business Owner Strategist with the BMO BOSS - Business Owner Strategies & Solutions team, a specialized group of professionals that provi…

Show more thought leaders