BMO Harris Private Banking officially opened its new expanded office in Halifax today. The new office offers wealth management services designed specifically to meet the increasingly complex financial needs of affluent Canadians.

Ryan McNally, vp and managing director for Atlantic Canada, leads the 20-person team of professionals to deliver the kind of specialized services that are required by this unique customer segment.

“We’re very pleased to offer the same outstanding personalized services to which our clients have become accustomed and we will now be able to provide more room for clients to conduct business in a welcoming and confidential environment,” says McNally. “Our team of experienced professionals is serving the needs of clients throughout Atlantic Canada, with offices in Halifax but also in Moncton, N.B. and in a few weeks, in St. John’s, Nfld.”

The Halifax office houses a team of professionals specializing in a wide variety of disciplines such as banking, investment management, estate and trust services, fiscal planning, as well as other specialty services, such as philanthropic advisory, and succession planning.

One such specialty service, that has been well received in Nova Scotia since its launch in 2005, is enCircle, a wealth management service designed specifically for affluent Canadians in their senior years and their adult children, who as their main caregivers are often busy with their own careers and families.

“This financial and lifestyle service assists with time-consuming tasks, such as the payment of bills, investment management, estate planning, the co-ordination of filing of tax returns, applying for travel insurance, travel banking and home and health care education,” says Andrew Auerbach, senior vp and chief operating officer, BMO Harris Private Banking.

To mark the official opening of the new premises, McNally, joined by BMO Bank of Montreal Nova Scotia’s vp Mike Bonner, and Steve Murphy, senior vp, personal and commercial banking, BMO Bank of Montreal, Atlantic division, made a special donation of $45,000 to the Cobequid Community Health Centre Foundation towards the purchase of a portable X ray machine.