Premium Banking and Payment Solutions


 

The BMO Private Wealth Premium Plan is exclusively available for BMO Nesbitt Burns clients. It is designed to help you manage your day to day finances easily and effectively and is ideal for busy people with multiple personal and financial goals. As a client, you will gain access to a superior banking experience with a dedicated banking professional who will advise you on your day to day personal banking and borrowing needs to help you reach your goals.

 

Day to Day Banking

The BMO Private Wealth Premium Plan2 provides several features and benefits to simplify and help you manage your
day to day banking. Your banking professional can assist you with personal deposits and savings needs.

 

Up to 20 accounts can be included in the Plan3

You can add up to a total of 20 accounts to your Premium Plan and pay only one monthly plan fee. This allows you to open multiple chequing and savings accounts for different purposes, so you can budget, track and transfer funds easily. You may not need all 20, but if you ever feel you need multiple accounts to help manage your finances, the option is there!

 

Unlimited transactions per month4

Includes unlimited Interac e-Transfer®§ transactions (up to $3,000 daily maximum)5

 

Unlimited worldwide non-BMO ATM withdrawals6

You won’t have to pay BMO a fee for using any ATM anywhere in the world. Save up to $5 per ATM withdrawal outside of Canada and the U.S.

 

Up to $150 rebate on the annual fee for any BMO® World Elite®* Mastercard®*7,8

  • BMO® World Elite®* Mastercard®*
  • BMO® AIR MILES®† World Elite®* Mastercard®*
  • BMO® CashBack® World Elite®* Mastercard®*

 

OnGuard®* Identity Theft Protection at no charge9,10

OnGuard scans underground and public websites on your behalf and alerts you if the personal information that you choose to have monitored is found online – including credit card and debit card numbers, passport numbers and your email address.

 

Personal Borrowing

Your banking professional can assist you with personal lending services such as mortgages, loans and lines of credit.
 

Contact me for more details.

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