BMO Private Wealth brings together two of Canada’s most reputable wealth management businesses: BMO Nesbitt Burns, one of North America’s leading full-service investment firms, and BMO Private Banking, Canada’s best private bank1. Together, we bring you highly personalized services to grow and preserve your wealth and make your vision a reality.
A full suite of investment management solutions that address the needs of all investor profiles
Multigenerational wealth planning from a network of specialist partnerships across BMO Financial Group, including:
Wealth planning to prepare for the expected and the unexpected, from financing a home, vacation property or business to saving for a child’s education, planning for retirement or navigating a major life transition
Trust and estate services
Family office services for ultra-affluent families with complex needs
Business succession services
Help with day-to-day banking needs
Customized lending and deposit services and strategies that include:
Lines of credit, mortgages and other personal financing solutions
Specialized financing through personal holding companies, life insurance or investment holdings
Competitive deposits, investment products, and customized cash management services that provide you with easy access to your money at specialized rates
Access to U.S. banking services such as chequing accounts, credit cards and mortgages if you spend time or own property south of the border
Get in touch with us today to find out how we can help you.
Edmonton - Client Services