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We recognize that the everyday management of your money can be time consuming and complicated. With products and services offered by Bank of Montreal and the personal attention of your Private Banker, we can simplify your banking and borrowing needs so you can achieve the things that matter to you and your family.



HOW WE HELP

 


 

We provide customized solutions tailored for your unique banking and borrowing needs.

PERSONALIZED ACCOUNT MANAGEMENT

 

Your dedicated Private Banker becomes familiar with your situation and is available to answer your questions and respond to your requests.

 

Your dedicated Private Banker becomes familiar with your situation and is available to answer your questions and respond to your requests.

 

From meeting your day-to-day financial obligations to integrating your banking needs with your other financial services, your dedicated Private Banker – supported by a team of professionals – will focus on all of your banking needs.

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CUSTOMIZED LENDING SOLUTIONS

 

We can create a customized borrowing strategy that aligns to your specific needs, helping you choose lines of credit, mortgages and other personal financing solutions that allow you to access the funds you need in order to reach your immediate and long-term goals.

 

We can create a customized borrowing strategy that aligns to your specific needs, helping you choose lines of credit, mortgages and other personal financing solutions that allow you to access the funds you need in order to reach your immediate and long-term goals.

 

We can also assist with securing financing through personal holding companies and leveraging life insurance, monetizing investment holdings to free up cash, and for other complex personal borrowing requirements.

MANAGING DEPOSITS AND OTHER SERVICES

 

We offer competitive deposit and investment products as well as services that provide you with easy access to your money. Whether you are looking for the latest in mobile apps to access your money, or you’re spending time and own property in the U.S., we can help.

 

We offer competitive deposit and investment products as well as services that provide you with easy access to your money. Whether you are looking for the latest in mobile apps to access your money, or you’re spending time and own property in the U.S., we can help.


From Our Experts: Who's in charge of your cash flow - you or your lifestyle?

FROM OUR EXPERTS

 


 

 

Who’s in charge of your cash flow – you or your lifestyle?

 

Simple strategies that can help put you in control of your cash flow to safeguard your future lifestyle and reach your financial goals

 

FROM OUR EXPERTS

 


 

Who’s in charge of your cash flow – you or your lifestyle?

 

Simple strategies that can help put you in control of your cash flow to safeguard your future lifestyle and reach your financial goals.

 


OTHER SERVICES

 


 

See how our services can help address your wealth management needs.

 



CONTACT US

 


 

Let’s have a conversation about how
BMO Private Banking
can help you and your family.