Investment Management & Advisory
• Customized portfolio strategies
• BMO Nesbitt Burns Architect Program (professionally managed portfolios with client-directed investments)
• Access to BMO Global Asset Management
Wealth Planning
• Comprehensive financial planning
• Retirement income strategies
• Education funding solutions (RESPs, etc.)
• Tax-efficient investment strategies
Banking & Credit Solutions
• Personalized banking services
• Cash management
• Lending solutions (lines of credit, mortgages, investment loans)
Trust, Estate & Philanthropy Services
• Estate planning and legacy structuring
• Trust establishment and administration
• Philanthropic planning and charitable giving strategies
Specialized Wealth Services
• Family office solutions
• Intergenerational wealth transfer
• Succession planning for business owners
• Professional client services (physicians, athletes, legal professionals)
Additional Support
• Coordination with legal and tax professionals
• Cross-border banking
Yes. Here’s why.
If someone can leave our office smiling and feeling better, it is just good for your physiology. Life is complicated and challenging enough.
3960 Brock Street North
Whitby, ON L1R 3E1