About BMO Financial Group

Established in 1817, BMO Financial Group (TSX, NYSE: BMO) is the eighth largest bank in North America by assets. We are highly diversified, providing a broad range of personal and commercial banking, wealth management, global markets and investment banking products and services. We serve twelve million customers across Canada and the United States, and in select markets globally, through three integrated operating groups.

Personal and Commercial (P&C) Banking
Provides financial products and services to customers across North America. Personal and Business Banking helps customers make real financial progress through a network of branches, contact centres, digital banking platforms and automated teller machines. Commercial Banking serves clients as a trusted advisor, offering industry expertise, a local presence and a comprehensive range of commercial products and services.

BMO Wealth Management (WM)
Serves a full range of clients, from individuals and families to business owners and institutions, offering a wide spectrum of wealth, asset management and insurance products and services aimed at helping clients plan, grow, protect and transition their wealth. Our asset management business is focused on delivering innovative client solutions and strategies.

BMO Private Banking Services – Greater China
BMO maintains four offices in Beijing, Shanghai, Guangzhou and Hong Kong, which covers the majority of wealthy families located in the Greater China region. Our mission is to deliver a great client experience for ultra high net worth/high net worth clients by connecting their wealth management needs across Asia and North America. We focus on clients with investible assets over C$1 million, as well as new immigrants and students moving to Canada.

BMO InvestorLine – Online investing
Providing online internet self serve investing services for independent investors. You have access to tools and resources to help you plan your strategy, select investments that are right for you, manage your portfolio and get as much or as little support as you need in both Mandarin and Cantonese

Who are we?
BMO InvestorLine is dedicated to helping clients who want to manage some or all of their investments online become financially successful.
A leading online brokerage, we offer 3rd party research, industry-leading tools and products, easy to use website, and superior service to make you the best investor you can be.
At BMO InvestorLine we also offer client relationship support in both Mandarin and Cantonese.

BMO Capital Markets (CM)
A North America-based financial services provider offering a complete range of products and services to corporate, institutional and government clients. BMO Capital Markets has approximately 2,800 professionals in 32 locations around the world, including 18 offices in North America.

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