Your success is our priority. We’ll help you achieve your goals via a dedicated BMO Private Wealth professional with access to a team of experts who will provide a wide range of wealth management solutions.

Learn how great advice related to wealth planning, investment management, banking, lending, tax and philanthropic planning and estate and trust services can get you where you want to go.

 

Our investment businesses

Leverage the expertise and experience of BMO Nesbitt Burns and BMO Private Investment Counsel to find the right investments and right investment approach for you. By considering your objectives, risk tolerance and preferred investment approach, we’ll determine the best investments and approaches for you.

Through partnerships across BMO Financial Group, our BMO Private Wealth professionals, including BMO Nesbitt Burns Investment Advisors, BMO Private Investment Counsellors and BMO Private Bankers, have access to a full spectrum of BMO Private Wealth resources to help address all your wealth management needs.

 

BMO Nesbitt Burns

We’re proud of our long history supporting the wealth management needs of Canadians and of the lasting relationships we’ve built with families through the generations.

For over 100 years, our Investment Advisors have worked with individuals, families, businesses and wealth institutions to deliver wealth advisory solutions that help build, preserve and transition wealth.

 

BMO Private Investment Counsel

As one of Canada’s oldest and largest investment counselling firms, BMO Private Investment Counsel is the investment division of BMO Private Banking.

Benefit from having a dedicated Investment Counsellor as well as access to our robust investment platform and Investment Policy Committee. Our principles-based approach ensures that your objectives are prioritized and that your Investment Counsellor delivers the best investment ideas to your portfolios.

 

BMO Trust Company

Generations of Canadians have counted on BMO Trust and its estate services to help their families preserve and transfer wealth to the next generation.

Our Trust and Estate professionals are committed to working with you to put the right plan and structures in place to reach your desired outcome and to ensure continuity if your situation changes. Through BMO Trust Company, we also provide professional trustee services to help relieve trustees from the stress that often comes with the role.

 

Backed by BMO

Bank of Montreal

Take advantage of products and services offered by the Bank of Montreal and the personal attention of your Private Banker, dedicated to simplifying your banking and borrowing needs and helping you achieve your financial ambitions.

Cross-Border Banking Solutions

BMO Bank, N.A.*

Your BMO Private Wealth professional can connect you with our BMO Bank N.A., our U.S. affiliate, which provides U.S. banking products and services for Canadians with cross0border needs. From bank accounts, credit cards and lending products to trust and advisory services, BMO Bank delivers the solutions you need to bank confidently on both sides of the border*

* Cross border products and services referenced on this page are not offered by the legal entities within BMO Private Wealth, but by our affiliate BMO Bank N.A. BMO Bank N. A. is not a member of CDIC, CPIF or CIRO.

Not all products and services are available in every state and/or location. Certain restrictions and limitations may apply. Please contact your BMO Private Wealth professional for more information.

In the U.S., banking products and services are subject to bank and credit approval and are provided by BMO Bank N.A. Member FDIC