Everything you want from a private bank
We challenge successful Canadian families to take action on what’s important to drive exceptional outcomes today and through times of transition.
Whatever you are looking for, whether it’s one or two elements of a wealth plan, or a comprehensive wealth management strategy – we can help you.
We’ll personalize and customize our solutions and services so they work for you right now, and will keep working for you as your life changes.
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Platinum Banking is a unique service designed to simplify your banking requirements and provide you with the best banking service possible. We meet your sophisticated personal and professional banking needs by providing you with a customized mix of solutions through a dedicated Private Banker.
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If you prefer to leave day-to-day investment decisions to a professional investment counsellor, backed by a highly disciplined team of portfolio managers and research analysts, then our discretionary investment management option could be the right approach for you.
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The best way to safeguard your prosperity is through effective estate and trust planning. Our estate and trust professionals can help you with all aspects of your estate, including estate settlement, creating and administering trusts, and trustee services.
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BMO Harris Private Banking offers comprehensive wealth planning services including estate planning, philanthropic services, business transition, tax planning, financial and retirement planning and family education.
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enCircle®, a comprehensive, all-in-one concierge service will organize and arrange for almost any type of help you need to manage your busy personal and financial life.
