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We offer award-winning wealth management services dedicated to helping affluent families with all aspects of their wealth needs – from complex banking and borrowing, investing, wealth planning, to giving, and trust services.

 

We understand that wealth enables unique opportunities and advantages, but at the same time includes complexity, responsibility and, at times, conflict.

 

We strive to make it easier to make the most of the opportunities that wealth provides. We do this through our passionate and diverse team of professionals who work to understand, coordinate and advise on all wealth needs.

 

Backed by the heritage, stability and resources of BMO Financial Group, we’ll help you take action on what matters most and guide you through times of transition, so you can achieve your goals and dreams.



WHO WE HELP

 


 

We offer integrated wealth management services to affluent Canadians and their families. Wherever you are in life and whatever your needs, we’re here to help.

Individuals and Families INDIVIDUALS &
FAMILIES

We help affluent individuals and families develop wealth strategies to achieve successful outcomes.

 

Business Owners and Entrepreneurs BUSINESS OWNERS &
ENTREPRENEURS

We help business owners and entrepreneurs reduce the complexities of managing personal and business finances.

 

Professionals and Executives PROFESSIONALS &
EXECUTIVES

We help busy professionals and executives save time and reduce worry.

 



AN INDUSTRY LEADER

 


 

Our intuitive, proactive approach to wealth management is at the heart of our award-winning service.

Best Private Bank, Canada, 2019

 

Best Private Bank,
Canada, 2019

Best Private Banking Canada 2018 Award

 

Best Private Bank,
Canada, 2011 - 2019

Best Private Bank for Entrepreneurs, North America 2017 - 2018

 

Best Private Bank for Entrepreneurs, North America 2017 - 2018

Most Outstanding Wealth Planning Services
2017

 

Most Outstanding
Wealth Planning Services 2017

 

Best Private Bank Asia – Talent Management 2018, 2017

 

Best Private Bank Asia – Talent Management 2018, 2017

Best Private Bank Asia – Institutional Trust or Fiduciary Company 2018

 

Best Private Bank Asia – Institutional Trust or Fiduciary Company 2018

Private Wealth Award – Estate Planning   Succession 2017

 

Private Wealth Award – Estate Planning & Succession 2017

Private Wealth Award – Human Capital Development 2017

 

Private Wealth Award – Human Capital Development 2017

 



CONTACT US

 


 

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

 

 

 

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BMO Private Banking is pleased to announce the launch of our two Chinese-language sites.

Set your language preference now and see how we can provide you with personalized wealth management advice.