Your success is our priority. We’ll help you achieve your goals via a dedicated BMO Private Wealth professional with access to a team of experts who will provide a wide range of wealth management solutions. Learn how great advice related to wealth planning, investment management, banking, lending, tax and philanthropic planning and estate and trust services can get you where you want to go.


A one-team approach

Your dedicated BMO Private Wealth professional has a team of experts ready to provide personalized advice and recommendations.Your dedicated BMO Private Wealth professional has a team of experts ready to provide personalized advice and recommendations.

Bespoke attention to your needs

From a simple question to sophisticated wealth management solutions, our plans evolve with your changing needs.

Depth and breadth of expertise

We bring our end-to-end strategy to you based on our experience across business and borders.

Why BMO Private Wealth

Backed by over 200 years of experience and a clear strategy for the future, BMO Private Wealth has a proven track record with two long-standing, successful legacy businesses: BMO Private Banking and BMO Nesbitt Burns.
BMO Private Wealth’s multi-disciplinary team of professionals from one of North America’s leading, full-service investments firms and Canada’s best private bank offers a range of strategies and solutions in private banking, investment management, trusts and personal and business financial planning tailored to help you navigate managing your wealth.


The value of BMO Private Wealth: A long-term partnership for tailored service, solutions and support

•Industry leading team of in-house experts

•All solutions are coordinated through a single point of contact, your relationship manager

•Trusted, multi-generational family expertise

•Concierge-style service

•Customized, personal solutions

•Elite professionals form a culture of teamwork, transparency and integrity

•Proactive investment management

•Strategic wealth planning professionals

•High fiduciary standards

•Local support, global reach


BMO Private Wealth is a brand name for a business group consisting of: Bank of Montreal, BMO Nesbitt Burns, BMO Private Investment Counsel Inc. and BMO Trust Company. Not all products and services are offered by all legal entities within BMO Private Wealth