Bespoke solutions for your evolving needs

Our comprehensive solutions are tailored to your evolving needs, providing you with peace of mind to help you confidently navigate through your wealth complexities.

 

investment icon

BMO Nesbitt Burns

Leverage expertly crafted, personalized wealth management strategies from one of North America's leading investment firms.

 

Investment Management and Advice

Grow and preserve your wealth with expert advice and solutions that are tailored to align with your unique investment goals.

 

Find An Investment Advisor

investment management icon

BMO Private Investment Counsel

Benefit from expertise, guidance, oversight and fully discretionary investment solutions that free you from having to make day-to-day decisions. 

 

Investment Management and Advice

Grow and preserve your wealth with expert advice and solutions that are tailored to align with your unique investment goals.

 

Find An Investment Counsellor

piggy bank icon

Private Banking

Private Banking

A BMO Private Wealth professional will help you with banking and borrowing solutions for your personal and business needs.

 

U.S. Cross-Border Solutions

If you spend a significant amount of time in the U.S., we can help you manage your financial needs on both sides of the border.

 

Find A Private Banker

charity icon

Trust & Legacy

Trust and Estate Services

BMO Private Wealth professionals will work with you to create a comprehensive estate plan that aligns with your values.

 

Philanthropy

If leaving a legacy is important to you and your family, we can help you create a strategic plan that aligns with your values.

 

Legacy Planning

Manage your philanthropic endeavours through education, advisory, and administration services to create the right framework to enable you to have a lasting impact across generations.

 

Find a Trust Professional

wealth growth icon

Wealth Planning

Tax Planning

Tax minimization is a key strategy to manage your wealth. A BMO Private Wealth professional will work with your current tax team to help you effectively manage your assets.

 

Business Owner Advisory Services

Explore unique possibilities with our seasoned professionals who design innovative and practical solutions to help you seize opportunities, tackle challenges and propel your business forward.

 

Retirement Planning

Retirement has changed and, when you're ready, we'll help you prepare your unique plan as you move towards a new stage.

 

Find A Wealth Planner