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BMO Financial Group

Private Client Group

Private Client Group (PCG), BMO’s group of wealth management businesses, serves a full range of client segments, from mainstream to ultra-high net worth, as well as select institutional markets, with a broad offering of wealth management products and solutions. PCG operates in both Canada and the United States, as well as in China and the United Kingdom.

About BMO Financial Group

Established in 1817 as Bank of Montreal, BMO Financial Group (TSX, NYSE: BMO) is a highly diversified financial services organization. With total assets of $542 billion as of January 31, 2013, and more than 46,000 employees, BMO provides a broad range of retail banking, wealth management and investment banking products and solutions.

We serve Canadian clients through BMO Bank of Montreal®, our personal and commercial banking business, BMO Nesbitt Burns®*, one of Canada’s leading wealth management firms, and BMO Capital MarketsTM, our North American investment and corporate banking division.

In the United States, clients are served through BMO Harris Bank, a major U.S. Midwest personal and commercial bank, and Harris Private Bank, with wealth management offices across the United States, as well as BMO Capital MarketsTM, our North American investment and corporate banking division.

On July 5, 2011, BMO announced that it has completed the acquisition of Milwaukee-based Marshall & Ilsley Corporation (M&I). M&I Bank is combining with Harris Bank to form BMO Harris Bank N.A., part of BMO Financial Group. Customers will begin to see the new BMO Harris Bank name as the systems integration is completed over the next eighteen months. Until the integration is completed, BMO Harris Bank N.A. will operate former M&I bank branches under the M&I name.

We help our customers make money make sense by delivering the broadest range of financial services through a single point of contact. Our financial service professionals provide access to any services our customers require across the entire enterprise.

BMO Financial Group’s Annual Report is available online.

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