Established in 1817 as Bank of Montreal, BMO Financial Group (TSX, NYSE: BMO) is a highly diversified financial services organization in Canada and the United States. With over 36,000 employees BMO provides a broad range of wealth management, retail banking, small, medium and corporate level business banking, M&A services and investment banking products and solutions.
We serve Canadian clients through BMO Bank of Montreal®, our personal and commercial banking business, BMO Harris Private Banking, offering customized bank service and individualized wealth management solutions to high net worth wealthy individuals, BMO Nesbitt Burns*, one of Canada’s leading wealth management firms, and BMO Capital Markets™, our North American investment and corporate banking division.
In the United States, clients are served through Harris Bank, a major U.S. Midwest financial services organization with a network of community banks in the Chicago area and wealth management offices across the United States.
We help our customers manage their financial affairs by delivering the broadest range of financial services through a single point of contact. Our financial service professionals provide access to any services our customers require across the entire enterprise.
Personal and Business Banking provides millions of customers across Canada and in the United States with fully integrated personal and business banking solutions. These include deposit accounts, loans and credit cards, mutual fund and GIC investments, insurance products, and specialized investments. Our products and services are delivered by a highly skilled team through over 1,100 BMO Bank of Montreal and Harris Bank branches, telephone and online banking and a network of more than 2,300 automated banking machines.
Private Wealth offers a full range of wealth management products and solutions, including full-service and direct investing, private banking and investment products, to our customers across North America. Our highly trained professionals are dedicated to serving the needs and goals of our clients to accumulate, protect and grow their financial assets. PCG serves our clients through BMO Bank of Montreal and Harris branches, through stand-alone BMO Nesbitt Burns and BMO Harris Private Banking offices, as well as through BMO InvestorLine®, and through Harris Private Bank® offices in key U.S. centres.
At BMO Harris Private Banking, a member of BMO Financial Group we offer integrated wealth management solutions to high and ultra high net worth clients. Our goal is to help you and your family plan, manage, monitor, grow and protect your wealth now, and in the future. Clients of BMO Harris Private Banking are typically high net worth individuals and their families with net worth in excess of $1.5 million Canadian or 10 million RMB
Our senior team of client advisor professionals include specialists in a wide variety of disciplines such as banking for personal and business financial services, investment management, trust, estate services and wealth management planning. We can also provide tax planning and can assist with a business acquisition as well as a sale of a business in Canada.
Providing online internet self serve investing services for independent investors. You have access to tools and resources to help you plan your strategy, select investments that are right for you, manage your portfolio and get as much or as little support as you need in both Mandarin and Cantonese
BMO InvestorLine is dedicated to helping clients who want to manage some or all of their investments online become financially successful.
A leading online brokerage, we offer 3rd party research, industry-leading tools and products, easy to use website, and superior service to make you the best investor you can be.
At BMO InvestorLine we also offer client relationship support in both Mandarin and Cantonese.
BMO Capital Markets is a leading, full-service North American financial services provider offering corporate, institutional and government clients access to a complete range of products and services. These include equity and debt underwriting, corporate lending and project financing, merger and acquisitions advisory services, merchant banking, securitization, treasury management, market risk management, debt and equity research and institutional sales and trading. With over 2,000 professionals in offices in 26 locations around the world, including 14 in North America, BMO Capital Markets works proactively with clients to provide innovative and integrated financial solutions.