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We understand that daily financial management can be time-consuming and troublesome. With products and services provided by the Bank of Montreal and the assistance of professional consultant, we can fulfil your banking and lending needs so that you can accomplish things that are more important to you and your family.

Generational responsibilities

Too stressed in life? Never neglect your daily finances, especially inheritance and estate planning.

Having a comprehensive wealth plan plays a vital role in contributing to happiness of your family.

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What We Do


We provide personalized solutions to meet all your specific requirements in banking and financial.

PERSONALIZED ACCOUNT MANAGEMENT

Your dedicated consultant will be able to answer your questions and fulfil your request after getting familiar with your situation.

Your dedicated consultant will be able to answer your questions and fulfil your request after getting familiar with your situation.

With the support of a professional team, your dedicated consultant will focus on meeting all your banking needs, like carrying out daily financial obligations and integrating your banking needs with other financial services.

PERSONALIZED SOLUTIONS FOR LOAN

We can create personalized strategies for loan that meet your specific needs and help you choose various personal financing solutions such as credit lines, mortgages, etc., so that you can get the funds you need to achieve your short-term and long-term goals.

We can create personalized strategies for loan that meet your specific needs and help you choose various personal financing solutions such as credit lines, mortgages, etc., so that you can get the funds you need to achieve your short-term and long-term goals.

Other than that, we can also assist with other complex personal loan requirements, such as obtaining financing through a personal holding company, leveraging life insurance, monetizing investment assets to release cash, and so on.

DEPOSIT MANAGEMENT AND OTHERS

We provide various competitive deposit and investment products, as well as solutions that allow you to easily secure funds. Whether you are looking for the latest mobile apps to access your money, or planning to spend time and buy property in the United States, we can serve you. Read more  (PDF Opens in new tab)

We provide various competitive deposit and investment products, as well as solutions that allow you to easily secure funds. Whether you are looking for the latest mobile apps to access your money, or planning to spend time and buy property in the United States, we can serve you. Read more (PDF Opens in a new tab)


From Our Consultants


Who is in control of your finances - you or your lifestyle?

Simple strategies can help you control your cash flow in order to ensure a better future lifestyle and achieve your financial goals

Learn more about From Our Consultants (Opens in new tab)

Other Solutions


Learn how our services can meet your wealth management needs.



CONTACT US


Let’s have a conversation about how our
Swiss Equity Fund
services can help you and your family.