What We Do | BMO 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 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 is a unique service designed to simplify your banking requirements and provide you with the best banking service possible. Platinum Banking services are offered by Bank of Montreal.
Trust & Estate
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.
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. enCircle services are offered by Bank of Montreal, BMO Private Investment Counsel Inc., BMO Trust Company, and Morneau Shepell Ltd.
Leave day-to-day investment decisions to a professional investment counsellor, backed by a highly disciplined team of portfolio managers and research analysts. Investment management services are offered by BMO Private Investment Counsel Inc.
Comprehensive wealth planning services include estate planning, philanthropic services, business transition, tax planning, financial and retirement planning and family education. Wealth Planning is offered by BMO Trust Company.