BMO Private Wealth

Customized wealth services and solutions for you, your family and your business.

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.
 

Full-service wealth management
 

Your dedicated BMO Nesbitt Burns Investment Advisor will develop a plan that’s right for your wealth needs – across all stages of your life and business. Your Investment Advisor can deliver:

  • 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
  • Insurance solutions
  • Philanthropic planning
  • Tax planning
  • Family office services for ultra-affluent families with complex needs
  • Business succession services
  • And more


Personalized private banking and commercial banking services
 

Enjoy personalized service from a dedicated BMO Private Wealth Private Banker who will get to know you and your specific needs and provide solutions that get you where you want to be, including:

  • 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.




1 BMO Private Banking, part of BMO Private Wealth:

  • Awarded Best Private Bank Canada, 2025 by World Finance BMO Private Banking received this distinction from the international publication for the 15thconsecutive year.

Our Locations

Halifax

1400-1675 Grafton St
Halifax, NS
B3J 0E9

Antigonish

303 Main St, 2nd floor
Antigonish, NS
B2G 2C3

Bridgewater

197 Dufferin St
Bridgewater, NS
B4V 2G9

Bedford

120 Western Parkway
Bedford, NS
B4B 0V2

Sydney

328 Prince Street
Sydney, NS
B1P 5K6