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HomeWho we areWhat we doWhy choose usInsightsPrivate Wealth Services

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.

  1. Platinum
    Banking
  2. Investment
    Management
  3. Trust
    & Estate
  4. Wealth
    Planning
  5. Concierge
    Services

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. Platinum Banking services are offered by Bank of Montreal.

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. Investment management services are offered by BMO Private Investment Counsel Inc.

The best way to safeguard your prosperity is through effective trust and estate 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. Trust and estate services are offered by BMO Trust Company.

BMO Private Banking offers comprehensive wealth planning services including estate planning, philanthropic services, business transition, tax planning, financial and retirement planning and family education. Wealth Planning is offered by BMO Trust Company.

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. enCircle services are offered by Bank of Montreal, BMO Private Investment Counsel Inc., BMO Trust Company and Morneau Shepell Ltd.

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Awards
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"Best Private Bank in Canada 2015"

Awarded by Global Banking & Finance Review