Bank
BMO Private Wealth, located at 67 Brock St, Kingston, ON K7L 1R8, Canada, is a trusted provider of comprehensive wealth management services tailored to meet the unique needs of high-net-worth individuals, families, and business owners. As part of BMO Financial Group, one of North America’s leading financial institutions, BMO Private Wealth combines personalized advice with innovative solutions to help clients achieve their financial goals and secure their legacy.
Our Kingston office is dedicated to delivering exceptional service through a team of experienced wealth advisors, investment professionals, and estate planning specialists. We understand that wealth management goes beyond investments; it encompasses a holistic approach to financial planning, including tax strategies, retirement planning, and intergenerational wealth transfer. At BMO Private Wealth, we take the time to understand each client’s aspirations, challenges, and values to create customized strategies that align with their vision.
Our services include investment management, where we design diversified portfolios to balance risk and reward based on individual objectives. We also offer private banking solutions, providing tailored lending and cash management services to support clients’ personal and business needs. Additionally, our trust and estate services ensure that wealth is preserved and transferred according to clients’ wishes, with a focus on minimizing tax implications and maximizing impact.
Located in the heart of Kingston, our office is easily accessible and serves as a hub for clients in the surrounding area. We pride ourselves on fostering long-term relationships built on trust, transparency, and a commitment to excellence. Whether you’re planning for retirement, managing a business succession, or seeking to grow your wealth, BMO Private Wealth in Kingston is here to guide you every step of the way.
We invite you to visit us at 67 Brock St or contact our team to learn more about how we can help you navigate the complexities of wealth management with confidence. At BMO Private Wealth, your financial future is our priority, and we are dedicated to providing the expertise and support you need to thrive.