Financial planning

From client to client, financial priorities vary. We understand that the starting point for any conversation about your clients’ financial future is what they want to achieve. Here, we bring you technical notes, guides and case studies to support these conversations and how you can help each client achieve their goals.

Introducing the BMO Adviser Edge financial planning zone
Barry Foster Vice President Strategic amp Technical Sales
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Webinars

Watch our technical learning modules

In a series of 30 minute in-depth webinar modules, Barry Foster discusses focused financial planning topics.

Barry Foster

Vice President,
Strategic & Technical Sales

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Discretionary trust tax & investment case study
Pension death benefits
Taxation of investment bond withdrawals