Also servicing Chicoutimi

Office Address

Complexe Jules D’allaire 2828 Boul. Laurier 3rd Floor, Suite 370
Québec City, Québec
G1V 0B9 Canada

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

  • A full suite of nvestment 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

  • 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:

  • Named Best Private Bank Canada and Best Private Bank for Entrepreneurs Globally and in North America, in 2020, 2019 and 2018 by Global Finance
  • Awarded Best Private Bank Canada, 2022 by World Finance BMO Private Banking received this distinction from the international publication for the 12thconsecutive year.