BMO WealthPath^®

Not at all. Once you’ve created a plan with your BMO Private Wealth professional, your existing plan can be changed at any time.

If you and your Private Wealth professional make changes, you won’t delete your original plan. You’ll be able to see your proposed changes projected over the time period of your plan without actually overriding it. This makes it easy to compare and create "what-if" scenarios.

If you’re curious about your financial options, use the "What-if" tab to test out different scenarios. What happens if you decide to renovate your kitchen? How does your trip to Italy affect your accounts? Find out without having to make changes to your plan. You can test out different "what-ifs" at home, or make an appointment to sit down with your BMO Private Wealth professional.

If you land on a "what-if" scenario you’d like to keep as part of your plan, simply contact your BMO Private Wealth professional so that they can incorporate the change.

If you are a BMO Nesbitt Burns client, you will be able to access your BMO WealthPath^® financial plan through the BMO One View tab in the BMO Nesbitt Burns Gateway^® portal where you access your account information.

If you are a BMO Private Banking client, your BMO Private Banker will provide you with access information once your plan has been created, so you can view your plan through Online Banking.

BMO WealthPath^® is a scalable, digital financial planning tool that helps you see all your planning needs, from simple to complex, including, but not limited to:

• Insurance modelling
• Holding companies
• Trusts
• Estate
• Rental properties

As well, your BMO Private Wealth professional works with a team of BMO specialists to ensure you have a comprehensive plan. This includes estate and trust planning, business succession planning, tax planning and philanthropy, and access to other specialized technical experts as required.