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Wealth Management

Whatever stage of life you’re in, you’ve established goals for yourself and your family. Through a highly personalized and tailored wealth management approach, we can help you achieve what matters most to you.

Wealth Management

Whatever stage of life you’re in, you’ve established goals for yourself and your family. Through a highly personalized and tailored wealth management approach, we can help you achieve what matters most to you.

retired couple on a beach retired couple on a beach retired couple on a beach

Wealth Management

Whatever stage of life you’re in, you’ve established goals for yourself and your family. Through a highly personalized and tailored wealth management approach, we can help you achieve what matters most to you.

Wealth Management

Whatever stage of life you’re in, you’ve established goals for yourself and your family. Through a highly personalized and tailored wealth management approach, we can help you achieve what matters most to you.

retired couple on a beach retired couple on a beach retired couple on a beach

Wealth Management

Whatever stage of life you’re in, you’ve established goals for yourself and your family. Through a highly personalized and tailored wealth management approach, we can help you achieve what matters most to you.

Wealth Management

Whatever stage of life you’re in, you’ve established goals for yourself and your family. Through a highly personalized and tailored wealth management approach, we can help you achieve what matters most to you.



BMO Experience & Expertise

We work with you to understand your full financial picture. Our team knows how to navigate the nuances and complexities of wealth management so that you can have the confidence that your goals are within reach.
 
Here’s how we help you get the most from your wealth:

  • Identify and prioritize. Our robust discovery process helps us learn more about your values, family dynamic, goals, philanthropic interests, concerns and more.

  • Broad expertise. With over 160 years of combined experience and insight, our team of experts can help you navigate the complexities of your situation. 

  • Execution. We develop a customized, dynamic wealth plan and continually reassess and adapt as your life changes.

Wealth Management Experts

Wealth Management View Profile

Wealth Management

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Using a tailor-made, highly personalized wealth management approach, we can help you achieve what matters most to you.(..)

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Area of expertise: wealth management

Tim Leonard View Profile

Tim Leonard

Managing Director & National Market Leader, Family Office, Corporate Finance

416-786-1647

416-786-1647

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416-786-1647

416-786-1647

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Tim is National Market Leader and Managing Director of BMO’s Canadian Commercial Banking Family Office practice with Canada-wide responsibility for Strategy...(..)

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Area of expertise: mergers & acquisitions, subordinated debt/equity, wealth management

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Please note important disclosures for content produced by BMO Capital Markets. BMO Capital Markets Regulatory | BMOCMC Fixed Income Commentary Disclosure  |  BMOCMC FICC Macro Strategy Commentary Disclosure  |  Research Disclosure Statements

Please note important disclosures for content produced by BMO Capital Markets. BMO Capital Markets Regulatory | BMOCMC Fixed Income Commentary Disclosure  |  BMOCMC FICC Macro Strategy Commentary Disclosure  |  Research Disclosure Statements