BMO Private Banking is designed for individuals and families who value personalized service, proactive advice, and a more comprehensive approach to managing their financial affairs.

Rather than navigating multiple banking contacts, clients work with a dedicated Private Banker who serves as a single point of coordination for their banking and borrowing needs while connecting them to the broader expertise available through BMO Private Wealth.

Private Banking goes beyond traditional day-to-day banking. Services can include customized banking solutions, cash management, personal and business lending, mortgages, lines of credit, investment lending, cross-border banking support, and specialized financing strategies tailored to a client's circumstances.

As financial needs become more complex, a Private Banker works closely with other BMO Private Wealth professionals, including investment advisors, wealth planning specialists, trust and estate experts, tax planning professionals, and insurance advisors, helping ensure that all aspects of a client's financial life are coordinated and working toward the same goals. The result is a highly personalized banking experience designed to simplify complexity, save time, and provide thoughtful solutions that support both immediate needs and long-term financial success.

I will provide customized solutions tailored for your unique banking and borrowing needs.

Personalized Relationship Management

As your dedicated Private Banker, I will become familiar with your situation, and am available to answer your questions, and respond to your requests.

From meeting your day-to-day financial obligations, integrating your banking needs with your other financial services, estate planning, tax and business succession advice, I work with a team of professionals to focus on all of your banking needs.

Customized Lending Solutions

Together with a team of experienced BMO lending specialists, I work with you to create a customized borrowing strategy that aligns with your specific needs, helping you choose the right solutions that allow you to access the funds you need, to reach your immediate and long-term goals.

I can also help you to secure financing through Personal and Professional holding companies, leverage life insurance, monetize investment holdings to free up cash, and fulfill other complex personal borrowing requirements.

Managing Deposits and Other Services

We offer competitive deposit and investment products, business cash management services, as well as services that provide you with easy access to your money. Whether you are looking for the latest in mobile apps to access your money, or you’re spending time and own property in the U.S., we can help.