At BMO Private Investment Counsel Inc., our professionals are dedicated to creating a profound impact on the lives of families who entrust us with managing their wealth.

As one of Canada’s most prominent investment counsel firms, we provide effective, prudent and principled investment management to successful Canadian families.

We believe that the key to successful investing is not avoiding risk, but managing risk/reward trade-offs and maintaining diversification among and within asset classes. Your portfolio will be constructed on a foundation of long-term strategic asset allocation, bolstered by tactical adjustments that capture evolving market opportunities.

How Discretionary Investment Management can take you there:


  • Personal attention from your dedicated Investment Counsellor
  • Freedom from making day-to-day investment decisions
  • Solutions that are guided by your personal situation, principles and long-term objectives for your wealth

We help you realize your vast potential:


  • A disciplined, skilled approach to professional wealth management
  • Extensive, in-depth investment management knowledge
  • Experience (proven long-term approach to managing portfolios)
  • Controls (strict guidelines and procedures, regular reviews)
  • A comprehensive array of investment solutions across asset classes and geographies
  • Online access to your account information and statements
  • Commitment to personalized service
  • Discretionary Investment Management
  • Diversified Investment Strategies
  • Strategic and Tactical Asset Allocation
  • World-Class Asset Management Partners
  • Access to Public and Private Market Solutions and Alternatives