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Investment Management and Advice

Whether your focus is preserving wealth, growing it, or a mix of both, our BMO Private Wealth professionals work with you to recommend an investment strategy optimized to help you achieve your goals.

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How we help protect and enhance your wealth 

Our measure of success is our ability to help you achieve your financial vision over the long term through our integrated, collaborative and tailored strategies, services and advice.

  • Trusted

    Work with our highly respected professionals and investment firms to grow or preserve your wealth.

  • Experienced

    Take advantage of investment advice from our experts.

  • Tailored

    Customize your investment strategy based on evolving needs.

Our approach to your investment success

Expert advice and portfolio management

Guided by your unique goals and risk tolerance, our BMO Private Wealth professionals craft an investment strategy that is right for you. From here, we continually adjust your strategy to align with your evolving life and market shifts.

Building on a foundation of solid research, strategic asset allocation and your specific needs, we recommend the most suitable path through BMO Nesbitt Burns or BMO Private Investment Counsel, ensuring a bespoke investment experience tailored to your preferred level of engagement.

Benefit from our investment capabilities and businesses 

BMO Nesbitt Burns 

Investment Advisors leverage in-house experts like our Nesbitt Burns Portfolio Advisory Team and BMO Capital Markets Equity Research Group, as well as highly respected BMO and third-party managers to create and manage a bespoke investment portfolio for your needs.

Learn more about BMO Nesbitt Burns

BMO Private Investment Counsel 

BMO Private Investment Counsel (BPIC) expertly manages your portfolio, constructed from a curated platform of BPIC funds and Separately Managed Account models, with connectivity from BMO Global Asset Management and trusted third parties.

Learn more about BMO Private Investment Counsel  

Whether through BMO Nesbitt Burns or BMO Private Investment Counsel, you gain access to our comprehensive BMO Private Wealth offerings. This includes connections to experts across various wealth disciplines such as trust and estate planning, philanthropy and banking, among others.

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Answer a few questions about your wealth planning needs, and one of our BMO Private Wealth professionals will reach out.

Benefits of investing with BMO Private Wealth 

Investing with either BMO Nesbitt Burns or BMO Private Investment Counsel gives you access to a broad spectrum of investment opportunities which would be difficult to access and coordinate on your own. This includes global investments, alternative investments, hedge funds, ETFs and multi-asset strategies.

In addition, you’ll have the benefit of working with a dedicated professional who will provide you and your family with proactive service and advice. They’ll provide a consistent and innovative investment experience and coordinate closely with your Private Wealth team and your external advisors to help with all aspects of your financial well-being.

Read our key reports

Monthly Investment Strategy Report

August 2024

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Monthly Global Markets Commentary

“Summer Somersault”

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Tax Guide

View the 2023 tax reporting guide for BMO Nesbitt Burns.

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Related articles

Read our latest insights on investment management and advice.

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The wide world of alternative investments

To enhance downside protection, it’s time to think beyond stocks and bonds.

Ewa Townsend

Director, Alternatives Strategies, BMO Private Wealth

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5 Ways Our Brains Make Us Bad Investors

Here are five common behavioural biases to watch for as an investor.

Wealth Planning and Strategy
Reducing portfolio volatility with private equity

Those who access family offices are looking to the private market to enhance the diversification in their portfolios.

Arthur Diochon

Head, Alternatives Research Canada, BMO Family Office

Commonly asked questions

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