Exclusive Banking

 

 

Platinum Banking

Bringing platinum-level service to the table

Distinctive banking and borrowing needs call for an equally distinctive service offering: a dedicated banker adept at larger, more complex transactions, and able to oversee the unified management of personal, business and holding company accounts. We appreciate that it’s all part of a bigger picture and will coordinate with wealth planning experts, and our U.S. partners, to structure creative, customized solutions.
 

Exclusive Benefits

  • Full suite of cash management, debt and liquidity services

  • Access to wealth planning professionals in insurance, estate, tax and more

  • Cross-border accounts and commercial services for seamless banking

  • Specialized lending capabilities (e.g., leveraged life insurance and large loan products in U.S. or Canadian dollars or Euros)

  • Unlimited accounts, cash withdrawals and international debit transactions

  • Equity monetization to provide additional capital; single asset financing strategies

  • BMO World Elite Mastercard®; preferred exchange rates; BMO Online Banking for Business

  • Unified reporting and management of personal, business and holding company accounts

 


Click here to schedule a private consultation.