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 B M O 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:
Developing family values, creating opportunities for conversation and talking to loved ones about how they view wealth
Who We Serve
- Individuals and Families
Supporting multi-generational wealth, legacy planning and lifestyle needs. Learn more
- Business owners
Strategic financial planning tailored to the unique challenges of business ownership
- Professionals and executives
Tailored financial guidance for demanding careers and evolging goals
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 management professionals at B M O Nesbitt Burns, B M O Private Investment Counsel, B M O Bank of Montreal, and B M O Trust Company partner collaboratively with your best interests at heart. Working together as one team, we can help make your vision a reality.
Individuals and families
Supporting multi-generational wealth, legacy planning and lifestyle needs.
Business owners
Strategic financial planning tailored to the unique challenges of business ownership
Professionals and executives
Tailored financial guidance for demanding careers and evolging goals
Start the conversation
Connect with a B M O Private Wealth professional about your needs.
**B M O received the highest score in the J.D. Power 2024 Canada Wealth Management Digital Experience Study – Full-Service Investors Segment (investors with a dedicated advisor). For J.D. Power 2024 award information, visit jdpower.com/awards.
Entrust your wealth to a proven, global and transparent firm
- DEDICATED PROFESSIONAL
As your single point of contact
- RENOWNED EXPERTISE
From our team of global experts
- AWARD-WINNING SERVICE*
From Canada’s Best Private Bank (World Finance Magazine, 2023)