Navigation skipped

Why BMO Private Wealth

Elevate your wealth journey with world-class financial services, over 200 years of stability, and a one-on-one relationship with your dedicated BMO Private Wealth professional to bring your vision to life.

connect with a professional

Embrace the possibilities of personalized wealth management


    Solutions designed to align with your unique goals and aspirations.


    Nurturing a strong foundation of trust and an unwavering commitment to your success.


    Using innovative technologies for a modern approach to wealth management.

Meet life’s opportunities with confidence

We are here to support you in the moments that really matter, providing a holistic approach that delivers a strategic wealth plan that empowers you to thrive while we handle the complexities.

Embrace the present

Get personalized banking solutions and dedicated support for all your financial needs.

Grow your wealth

Leverage tailored investment strategies designed for long-term growth.

Manage your assets

Pave the way toward achieving your financial goals with strategic wealth planning expertise.

Support the future

Ensure a lasting legacy and seamless wealth transfer with our expert trust and estate services.

connect with a professional
Learn more about what we offer

Broad expertise. One team.  

Using a collaborative approach, our highly experienced team works closely with each other – and with you – to assure your success by providing comprehensive solutions.

Our respected investment businesses

BMO Nesbitt Burns

BMO Nesbitt Burns has been a trusted, leading North American full-service advisory and brokerage firm for over a century. Today, we remain a leader in full-service investment management.

Our experienced Investment Advisors cultivate lasting relationships with their clients. They deliver comprehensive investment management services, accessing a wide universe of products and sophisticated solutions backed by leading market and proprietary research and analysis.

Whether it is our in-house investment experts or leading outside global asset managers we have selected as partners, our investment strategies are backed by a highly disciplined and skilled approach. Managers are selected for their bespoke knowledge and expertise in their respective asset class, resulting in deep bench strength that covers all the asset classes.

BMO Private Investment Counsel

One of Canada’s most prominent investment counsel firms, BMO Private Investment Counsel offers unsurpassed expertise and guidance. Our discretionary managed portfolios are constructed from a highly curated platform of funds and models managed by BMO Global Asset Management and leading third-party money managers.

Placing your goals at the forefront, we deliver institutional-quality, multi-asset solutions and make decisions that prioritize risk management. Your dedicated Investment Counsellor has access to our robust investment platform and our Investment Policy Committee to deliver exceptional investment management services.

Our professionals are dedicated to prioritizing the goals of the families who entrust us with managing their wealth.

Our world-class banking services

BMO Bank of Montreal

BMO Private Banking delivers personalized products and services provided by the Bank of Montreal, through the personal attention of a dedicated Private Banker.

Through your Private Banker you’ll have access to the full suite of personal and business products offered by BMO Bank of Montreal. This includes bank accounts, loans, credit cards, payment services and cash management solutions. Your Private Banker will help you streamline your financial affairs and navigate simple and complex situations. 

BMO Bank N.A.

To meet your cross-border banking needs, your BMO Private Wealth professional can introduce you to a dedicated support team with our U.S. affiliate, BMO Bank N.A. (BMO U.S.).  From U.S. bank accounts, credit cards and lending products, to trust and advisory services, BMO U.S. delivers solutions that help you bank on both sides of the border. BMO U.S. has over 1,000 branches and 2,400 U.S. ATMs in 32 states, including Florida, Arizona and California, in addition to free and unlimited access to 40,000+ Allpoint® Network ATMS in all 50 states.1,2

Our trust and estate specialists

BMO Trust Company

BMO Trust Company is your dedicated partner to help your family preserve and transfer wealth for generations and make informed decisions in emotionally charged situations.

Our trust and estate professionals have the experience, compassion and qualified partnerships to help you put the right plan and structures in place – such as Wills, trusts, and powers of attorney – to reach your desired outcomes and ensure continuity if your situation changes.

BMO Trust Company also provides professional trustee and executor services to help relieve the stress that often accompanies these roles.

Our leadership

Your wealth is in our nurturing hands. Let our expertise guide your future success.

As the Head of BMO Private Wealth North America, Kevin Barnes provides oversight and strategic direction for BMO’s Canadian and U.S. Private Wealth businesses. Kevin focuses on delivering the very best in wealth advice, products and services in the industry, to create exceptional, integrated experiences for BMO’s high-net worth and ultra-high-net worth clients in growing, protecting and transitioning their wealth. 

Kevin Barnes

Head, BMO Private Wealth, North America

Backed by a legacy of excellence

Your success is always our greatest accomplishment. We are proud to have been recognized as the Best Private Bank in Canada by World Finance Magazine every year since 2011.

Canada’s Best Private Bank from 2011-2023 by the World Finance Banking Awards

Read the latest on all our awards.

Start the conversation

Connect with a BMO Private Wealth professional about your needs.