BMO Family Office
As with any strong relationship, we listen. We’re equally attuned to what makes you excited and anxious, so we know where we need to adjust.
Our financial advisors have one motive in everything they do: to work in the best interest of our clients. Nothing less.
Clarity and transparency. That’s how we communicate with you, whether we’re discussing performance, fees or progress toward your goals.
We’ll work closely with you to build the portfolio that best matches your investment objectives and appetite for risk.
Brokerage services fees are charged through one-time commissions based on the product(s) you select and the amount invested. Advisory fees, on the other hand, are charged as a percentage of the amount of assets under management.
We offer access to brokerage and insurance products, including securities ( bonds, mutual funds, UITs), annuities (fixed, variable, indexed), life insurance (whole, term, variable, universal) and long-term care insurance.
Use our easy locator tool to find an advisor who can help you with your wealth management needs.
Under $3 million in investible assets
Schedule a call with one of our wealth advisors.
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