We recognize that the everyday management of your money can be time consuming and complicated. With products and services offered by Bank of Montreal and the personal attention of your Private Banker, we can simplify your banking and borrowing needs so you can achieve the things that matter to you and your family.

 

 

Generational responsibilities? Don't overlook your day-to-day finances, including succession and estate planning.

 

Creating a broader wealth plan is essential to your family's overall well-being.

 

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HOW WE HELP

 


 

We provide customized solutions tailored for your unique banking and borrowing needs.

PERSONALIZED ACCOUNT MANAGEMENT

 

Your dedicated Private Banker becomes familiar with your situation and is available to answer your questions and respond to your requests.

 

Your dedicated Private Banker becomes familiar with your situation and is available to answer your questions and respond to your requests.

 

From meeting your day-to-day financial obligations to integrating your banking needs with your other financial services, your dedicated Private Banker – supported by a team of professionals – will focus on all of your banking needs.

CUSTOMIZED LENDING SOLUTIONS

 

We can create a customized borrowing strategy that aligns to your specific needs, helping you choose lines of credit, mortgages and other personal financing solutions that allow you to access the funds you need in order to reach your immediate and long-term goals.

 

We can create a customized borrowing strategy that aligns to your specific needs, helping you choose lines of credit, mortgages and other personal financing solutions that allow you to access the funds you need in order to reach your immediate and long-term goals.

 

We can also assist with securing financing through personal holding companies, leveraging life insurance, monetizing investment holdings to free up cash, and other complex personal borrowing requirements.

MANAGING DEPOSITS AND OTHER SERVICES

 

We offer competitive deposit and investment products as well as services that provide you with easy access to your money. Whether you are looking for the latest in mobile apps to access your money, or you’re spending time and own property in the U.S., we can help. Learn More

 

We offer competitive deposit and investment products as well as services that provide you with easy access to your money. Whether you are looking for the latest in mobile apps to access your money, or you’re spending time and own property in the U.S., we can help. Learn More



OTHER SERVICES

 


 

See how our services can help address your wealth management needs.


INVESTMENT MANAGEMENT
We provide a dedicated Investment Counsellor who builds an investment portfolio that fits your lifestyle now and your plans for the future.

We provide a dedicated Investment Counsellor who builds an investment portfolio that fits your lifestyle now and your plans for the future.

 



CONTACT US

 


 

Let’s have a conversation about how our
BMO Private Banking
services can help you and your family.