Change Language | Region*
Canadian flag
American flag

*Products and services featured on our websites are only available to residents of the selected country.

HomeWho we areWhat we doWhy choose usInsightsPrivate Wealth Services

We recognize that wealth provides significant opportunities. Your wealth can also bring complications, responsibility, and even conflict at times. Everything we do is based on this understanding.

Our remarkably talented and passionate team puts your needs first. They use their diverse expertise to find creative solutions to the problems and questions you’re facing. Supported by the heritage and stability of BMO, we are intent on being the best and – only – option in the eyes of our clients. Our team – made up of professionals from Bank of Montreal, BMO Private Investment Counsel Inc. and BMO Trust Company – are dedicated to making a profound positive impact on the lives of the families we serve.

Our Values

We believe:

  1. The benefits of wealth rarely come without complications and challenges.
  2. Families sometimes underestimate the emotional complexity of their wealth issues.
  3. Saving time and reducing worry are what successful people are really looking for.
  4. It is our responsibility to challenge our clients so they are prepared for critical times of transition.
  5. The successful management of wealth requires a coordinated approach by a team of professionals.

Meet with us

Would you like to learn more? There are three easy ways you can contact one of our private banking professionals today.