Creating a Lasting Legacy

Finding the best way to leave your mark

Perhaps one of the most meaningful life events is the decision to create a personal plan for sharing the money and belongings that you’ve worked hard to earn. Included are decisions around:

• charitable donations
• philanthropy
• inheritance

Your assets will have a positive and lasting impact on people and organizations of your choice. Let us help you to put your personal plan in place. 

BMO Solutions

Speak to a BMO Harris Private Banking Client Advisor to take a comprehensive approach to your wealth management. Our team of professionals includes specialists in: 
                             - banking
                             - investment management
                             - estate and trust services
                             - philanthropic advisory
                             - succession planning and more
 
Speak to a BMO Financial Group Financial Planner to:

• update or create your financial plan

Speak to a BMO Nesbitt Burns Investment Advisor to:

• update or create your financial plan
• discuss the BMO Nesbitt Burns Charitable Giving Program

Set up a Tax-Free Savings Account. 

Learn about BMO Financial Group’s Supporting Your Community program.

See BMO Nesbitt Burns’ Perspective article for those living in retirement.

Other Tools and Links

Learn about Community Foundations of Canada.

See Canada Revenue Agency’s Information for Donors, including a list of registered charities in Canada.