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Private Wealth Management

Your Vision, Our Expertise

At BMO Private Wealth, your success takes centre stage. Our clients trust us to guide them on a personalized wealth management journey, where our deep heritage and expertise provide a foundation for endless possibilities.

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Bring your vision to life

Receive tailored solutions from award-winning experts to match each stage of your wealth journey.

  • Manage your wealth with bespoke planning solutions

    Your wealth plan is a living and breathing blueprint for your financial future. As your life changes, so does your wealth plan. Your dedicated BMO Private Wealth professional, along with our team of experts will help you achieve your goals.

  • Expert strategic wealth services

    Through a personal and authentic relationship, your trusted professional will create comprehensive wealth planning strategies based on your needs that will help you feel connected to, in control of, and secure with your wealth.

  • Our Wealth Planning solutions:

    Wealth Planning Strategies

    Tax Planning

    Business Advisory & Succession Planning

    Retirement Planning

Wealth Planning and Strategy

All in the family: A primer on gifting property

Our experts share the many personal, financial, tax, and legal implications to consider when gifting assets to family members.

Lydia Potocnik, LL.B, TEP, FEA

Head, Estate Planning and Philanthropic Advisory Services, BMO Private Wealth

Entrust your wealth to a proven, global and transparent firm


    As your single point of contact


    From our team of global experts


    From Canada’s Best Private Bank (World Finance Magazine, 2023)

Our team collaborates to further your vision

Our strong team includes specialized financial planners, tax specialists, philanthropic experts, private bankers, trust and estate specialists, and investment professionals.

Our qualified wealth professionals at BMO Nesbitt Burns, BMO Private Investment Counsel, BMO Bank of Montreal, BMO Trust Company partner collaboratively with your best interests at heart. Working together as one team, we can help make your vision a reality.

Our expertise

Read the latest from our global team of experts on market trends and financial news with informative articles that capture and interpret the market.

Responsible Investing

Responsible Investing: busting 5 myths to build a better portfolio

We debunk the biggest RI myths to help you build a better portfolio.






Wealth Planning and Strategy

6 tips for talking to adult children about your family’s wealth

How can you have money-related discussions with your adult children?

Shelley Forsythe

Director, Family Enterprise Planning, BMO Family Office

Estate & Trust

Estate planning for modern families in a post-Brady Bunch era

Find out how blended unions can develop – and communicate with loved ones – a plan that’s right for their unique situation.

Lydia Potocnik, LL.B, TEP, FEA

Head, Estate Planning and Philanthropic Advisory Services, BMO Private Wealth

Start the conversation

Connect with a BMO Private Wealth professional about your needs.