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What We Do | BMO Harris Private Banking

We challenge successful Canadian families to take action on what's important to drive exceptional outcomes today and through times of transition.

BMO Harris Private Banking is a leader in providing integrated services to Canada's affluent families at all stages of their lives. The successful management of wealth requires a coordinated approach by a team of experienced professionals. We offer a comprehensive range of wealth management strategies and solutions covering the disciplines of banking, investment management, estate and trust and wealth planning.

  • Platinum Banking
    Platinum Banking is a unique service designed to simplify your banking requirements and provide you with the best banking service possible.
  • Estate & Trust
    Our estate and trust professionals can help you with all aspects of your estate, including estate settlement, creating and administering trusts, and trustee services.
  • Concierge Services
    enCircle, a comprehensive, all-in-one concierge service will arrange for almost any type of help you need to manage your busy personal and financial life.
  • Investment Management
    Leave day-to-day investment decisions to a professional investment counsellor, backed by a highly disciplined team of portfolio managers and research analysts.
  • Wealth Planning
    Comprehensive wealth planning services include estate planning, philanthropic services, business transition, tax planning, financial and retirement planning and family education.