Our Strategic Agenda

Our Vision

To be the bank that defines great customer experience.

Our Guiding Principle

We aim to maximize total shareholder return and balance our commitments to financial performance, our customers, our employees, the environment and the communities where we live and work.

Our Strategic Priorities

  1. Maximize earnings growth across all North American personal and commercial banking businesses, focusing on industry-leading customer experience and sales force productivity.

    See the Personal & Commercial Banking Canada Overview and Personal & Commercial Banking U.S. Overview.

  2. Accelerate the growth of our wealth management business through client-focused financial planning and by investing for future growth.

    See the Private Client Group Overview.

  3. Deliver strong, stable returns in our capital markets business by providing highly targeted solutions to our core clients from a single integrated platform.

    See the BMO Capital Markets Overview.

  4. Develop our business in select global markets to grow with our clients, expand our capabilities and reach new customers.

    See BMO in China for more information.

  5. Sustain a culture that focuses on customers, high performance and our people.

    See “A company’s vision is only as strong as its people” for more information.

A summary of our enterprise wide strategy (PDF, 39 KB) in context and progress made in 2010 appears in our Management’s Discussion and Analysis.

Dmage of Daniela O’Leary-Gill

“It was my privilege this year to introduce new customers, employees and communities to Harris. They welcomed us in return, because at BMO, they not only matter – they’re our priority.”

Daniela O’Leary-Gill
Senior Vice-President, North District Executive, BMO Harris Bank N.A. (formerly Harris N.A.)
Chicago, Illinois

Established in 1817 and based in Canada, BMO Financial Group serves 11 million personal, commercial, corporate and institutional customers in North America and internationally. Our operating groups – Personal and Commercial Banking, BMO Bank of Montreal in Canada and Harris in the United States; Private Client Group, our wealth management business; and BMO Capital Markets – share one vision: to be the bank that defines great customer experience.

Image of Nancy Cyr

“The progress we’ve made with our customers makes us proud – and it’s reflected in our results.”

Nancy Cyr
Personal Banking Area Manager
Montreal, Quebec

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