Welcome to BMO Private Wealth
Get pandemic insights from our wealth experts.
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Innovative wealth management tailored to you
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Already a client?
You’ll have an elevated experience with the wealth professional that you currently work with.
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New to BMO Private Wealth?
You’ll benefit from the unified expertise of BMO Private Banking and BMO Nesbitt Burns, a team of award winning wealth management professionals. You can expect a range of specialized disciplines and services to help you reach your goals.
Your success is our success
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Wealth planning
Helping you to develop a comprehensive wealth plan to achieve your financial goals. -
Investment management
Access investment strategies including self-directed, advisory or discretionary investment offerings. -
Banking
Get comprehensive and personalized banking services through a dedicated Private Banker. -
Tax planning
Get the right advice on tax considerations that could impact your wealth plan and financial decisions. -
Trust and estate services
Count on us to guide you through the big decisions that touch multiple generations. -
Philanthropy
Let’s translate those important personal values into philanthropic ones.
How will your investments work for you?


Discover your investment options
BMO Nesbitt Burns
BMO Private Banking
Have questions about BMO Private Wealth? Your BMO Private Wealth Professional has answers.
BMO Private Wealth FAQs
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BMO Private Wealth is a multi-disciplinary wealth advisory team made up of BMO Nesbitt Burns and BMO Private Banking wealth professionals that takes a holistic and proactive approach to helping high net-worth individuals and families achieve their wealth goals.
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BMO Private Wealth serves high net worth individuals and families including business owners, entrepreneurs, professionals and executives.
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You’ll have a primary contact at BMO Private Wealth who will make sure that you’re never alone on your journey. Through them, you’ll work with a team of experts who will collaborate to develop and execute a comprehensive wealth plan tailored to your unique needs and goals.
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You will continue to work with your Private Wealth Professional with expanded access to all of BMO Private Wealth’s services.
The Wealth Experience Financial Podcast
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- Footnote 1 details“World Finance, Best Private Bank Canada Award 2011-2019”
BMO Private Wealth is a brand name for a business group consisting of Bank of Montreal and certain of its affiliates in providing private wealth management products and services. Not all products and services are offered by all legal entities within BMO Private Wealth. Banking services are offered through Bank of Montreal. Investment management, wealth planning, tax planning, philanthropy planning services are offered through BMO Nesbitt Burns Inc. and BMO Private Investment Counsel Inc. Estate, trust, and custodial services are offered through BMO Trust Company. BMO Private Wealth legal entities do not offer tax advice. BMO Trust Company and BMO Bank of Montreal are Members of CDIC.
® Registered trademark of Bank of Montreal, used under license.