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Our focus is you and your family.

 

 

By bringing our best people together under one roof, you will:

 

✓ Benefit from personalized advice and the management of your financial affairs

 

✓ Save time, so you can spend it with those most important to you

 

Learn more

 

We’re ready to help.

 

Let us contact you

 

SIMPLIFY
GROW
PROTECT
TRANSITION
SIMPLIFY
GROW
PROTECT
TRANSITION

 

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LATEST INSIGHTS

 

 

Explore our resources and commentary to keep up to date on important financial and economic trends that may affect you and your family.

Our Market Commentary OUR MARKET COMMENTARY

Stay current on the changing economic environment through commentary from our Chief Investment Strategist.

Stay current on the changing economic environment through commentary from our Chief Investment Strategist.

Market and Economic Insights 2019 Outlook
BPIC monthly Market Commentary (165KB - PDF)

 

Our Press Releases OUR PRESS RELEASES

Learn about the latest BMO Private Banking news, studies and reports to keep you up to date.

Learn about the latest BMO Private Banking news, studies and reports to keep you up to date.

 

Learn more

 

Wealth Exchange Blog WEALTH EXCHANGE BLOG

Discover what the experts are saying about simplifying, growing, protecting and transitioning your wealth throughout all your important life moments.

Discover what the experts are saying about simplifying, growing, protecting and transitioning your wealth throughout all your important life moments.

 

Visit our blog

 

 

 

WEALTH
PLANNING
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PHILANTHROPY
WEALTH
PLANNING
BANKING &
BORROWING
INVESTMENT
MANAGEMENT
TRUST & ESTATE
SERVICES
LIFESTYLE &
FINANCIAL SERVICES
TAX
PLANNING
BUSINESS
SUCCESSION
PHILANTHROPY

 

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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 2018

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

Learn more

 

Contact Us

 

 

CONTACT US

 

 

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

 

 

Locate an Office

 

Let Us Contact You

 

Call 1-855-834-2558

 

BMO Wealth Management - We're here to help.™

Disclaimer

 

This site provides information about the products and services of BMO Private Bank and BMO Financial Group. It is important that you be aware of the following before accessing this site:

 

(1) the information on this site is not an offer or solicitation to anyone in any jurisdiction in which such an offer or solicitation is not lawful; and

 

(2) certain products and services described on this site may not be available to residents of certain countries or other jurisdictions where they may not be legally offered for sale and /or may not be suitable or appropriate for all types of investors.

 

If you accept the above and wish to proceed, click OK.

 

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BMO Wealth Management - We're here to help.™

Important Legal Notices to All Users of This Web Site

By accessing this web site and any pages thereof, you agree to be bound by the terms of the Legal Notices set out below. If you do not agree with the terms of these Legal Notices, do not access this web site or any pages thereof.

 

Legal Notices:

 

BMO Private Banking BMO Private Banking is part of BMO Wealth Management. Banking services are offered through Bank of Montreal. Investment management services are offered through BMO Private Investment Counsel Inc., an indirect subsidiary of Bank of Montreal. Estate, Trust, Planning and Custodial Services are offered through BMO Trust Company, a wholly owned subsidiary of Bank of Montreal.

 

BMO Wealth Management is a brand name that refers to Bank of Montreal and certain of its affiliates in providing wealth management products and services.

 

BMO (M-bar roundel symbol) registered trademark, and BMO (M-bar roundel symbol) Private Banking trademark are owned by Bank of Montreal, used under license.

 

Confidentiality Absent the use of encryption, the Internet is not a secure medium and privacy cannot be ensured. Internet e-mail is vulnerable to interception and forging. BMO Private Banking cannot ensure the privacy and authenticity of any information or instructions you send to us or that we send to you over the Internet. BMO Private Banking will not be responsible for any damages you may incur if you communicate confidential information to us over the Internet or if we communicate such information to you at your request.

 

No Advice The financial market data, including quotes, charts and news are provided by various information suppliers that are independent of BMO Private Banking. The information provided on this web site is intended for informational purposes only and is not intended to constitute financial, accounting, legal or tax advice. Many factors unknown to us may affect the applicability of any statement or comment that we make on our web site to your particular circumstances. You should consult directly with a BMO Private Banking professional or your other advisers before acting on any information on this web site.

 

Facts and information provided on this web site are believed to be accurate at the time they are posted. However, this web site could include inaccuracies, typographical errors, or out-of-date information. Changes may be made at any time to the information on this web site without prior notice. Please consult any office of BMO Private Banking in your jurisdiction for complete and up-to-date information on products and services.

 

Disclaimer of Warranty and Limitation of LiabilityBMO PRIVATE BANKING DOES NOT WARRANT THE ACCURACY, COMPLETENESS, QUALITY, ADEQUACY OR CONTENT OF ANY INFORMATION ON THIS WEB SITE NOR DOES IT MAKE ANY WARRANTY AS TO THE RESULTS THAT MAY BE OBTAINED FROM THE USE OF THE SERVICE. SUCH INFORMATION IS PROVIDED "AS IS" WITHOUT WARRANTY OR CONDITION OF ANY KIND, EITHER EXPRESS OR IMPLIED, INCLUDING, WITHOUT LIMITATION, THE IMPLIED CONDITIONS AND WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE. SOME JURISDICTIONS DO NOT ALLOW THE EXCLUSION OF IMPLIED WARRANTIES, SO THE ABOVE MAY NOT APPLY TO YOU.

 

BMO PRIVATE BANKING WILL NOT BE RESPONSIBLE OR LIABLE FOR ANY DIRECT, INDIRECT, SPECIAL, INCIDENTAL, OR CONSEQUENTIAL DAMAGES, OR ANY OTHER DAMAGES WHATSOEVER, INCLUDING, WITHOUT LIMITATION, LOST REVENUES, LOST PROFITS OR LOSS OF PROSPECTIVE ECONOMIC ADVANTAGE, RESULTING FROM THE USE OR MISUSE OF THIS WEB SITE, OR THE INFORMATION, DOCUMENTS, SOFTWARE OR CONTENT THEREOF, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGES OR SUCH DAMAGES ARE REASONABLY FORESEEABLE.

 

No Solicitation Nothing on this web site constitutes a solicitation or offer by BMO Private Banking to buy or sell products or services of any kind whatsoever including without limitation securities or any other financial instrument of any issuer.

 

Applicable Agreements All products and services of BMO Private Banking are offered for sale subject to the terms of the applicable agreements. Please consult any office of BMO Private Banking in your jurisdiction for complete and up-to-date information on products and services.

 

Applicable Jurisdiction The information on this web site is intended for use by persons resident in Canada only. Any products or services mentioned on this web site are made available only in accordance with local law (including applicable securities laws) and only where they may be lawfully offered for sale.

 

Software Back-up While every effort is made to ensure that any software provided on this web site is suitable for use on a wide variety of computer systems, you should take reasonable and appropriate precautions to scan for computer viruses and ensure compatibility of the software with your specific computer system.

 

Hyperlinks Are Not Endorsements. Links to other web sites or references to products, services or publications other than those of BMO Private Banking on this web site do not imply the endorsement or approval of such web sites, products, services or publications by BMO Private Banking.

 

Trade Marks Belonging to BMO Private Banking or Other Entities "BMO (M–bar roundel symbol) Private Banking" is a trade-mark of Bank of Montreal, used under licence. All other product and service marks mentioned on our web site are the trade-marks of their respective owners.

 

Copyright Bank of Montreal Bank of Montreal either owns the intellectual property rights in the underlying HTML, text, images, audio clips, video clips, software and other content that is made available to you on this web site (the “Content”), or has obtained the permission of the owner of the intellectual property in such content to use the content on this web site.

 

Bank of Montreal grants to you a limited license to display the Content on your computer and print the Content on your printer solely for your own personal non-commercial use provided that you do not modify the Content and that you do not delete any of the proprietary notices.

 

US Residents The information on this web site is not intended to be construed as an offer to sell or a solicitation to buy or sell any products or services of any kind whatsoever including, without limitation, securities or any other financial instrument in the United States of America or the territories or possessions thereof.

BMO Wealth Management - We're here to help.™

Disclaimer

 

This site provides information about the products and services of BMO Private Bank and BMO Financial Group. It is important that you be aware of the following before accessing this site:

 

(1) the information on this site is not an offer or solicitation to anyone in any jurisdiction in which such an offer or solicitation is not lawful; and

 

(2) certain products and services described on this site may not be available to residents of certain countries or other jurisdictions where they may not be legally offered for sale and /or may not be suitable or appropriate for all types of investors.

 

If you accept the above and wish to proceed, click OK.

 

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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.

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