Trust is built through strong, long-lasting partnerships. BMO Trust and Custody Services is committed to providing both you and your clients with a dedicated team of specialists to serve all aspects of each custody relationship.
We understand that investment professionals develop strong relationships with their clients. Through our Strategic Partnerships program, your clients will be able to maintain that relationship, while collaborating with our team of specialists – an experienced team of custody professionals who can provide the services they require and has the ability to adapt as their needs evolve.
We combine advanced processing technology with a client-centric approach to provide a full range of custody services. In short, we secure your clients' assets so you can focus on what is most important to them.
BMO Trust and Custody Services Strategic Partnerships
Kristy Perez, Managing Director, BMO Trust and Custody Services, explains the value of a strong partnership based on integrity and trust.