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Specialized Lending

BMO Specialized Sales provides retail lending solutions for the Canadian investment and insurance industries and is an opportunity for Advisors to add value to their practice, without taking on additional work.

Our coast-to-coast team of mobile Specialists handle the complete lending transaction and all of the documentation so you can stay focused on building your business. We offer the most personalized service in the industry. Our mobile Specialists help you ask the right questions and identify your clients’ borrowing needs.

The difference we make


End-to-end support and execution so you can focus on your practice


A team of highly experienced, mobile Specialists dedicated to offering solutions to your clients


We provide services to your clients on your behalf; they remain your clients


Competitive offerings and referral fees





Backed by a brand that’s over 200 years old

Why choose us

We provide solutions so you can devote your time to enhancing your client relationships.

  • Full range of lending products
  • Face-to-face mobile support, extended hours, at your convenience
  • Support and strategies to help you identify and restructure your clients’ debt
  • Review borrowing solutions with you and your clients
  • Facilitate faster decisions on loan approvals, often within 48 hours
  • Oversee entire lending transaction, from applications to signatures on final documentation, as well as after sales loan service

Our service commitment

Our Specialists’ goal is to provide your clients with the most effective and efficient lending solutions. Their role is to facilitate the entire lending transaction. Your clients won’t be solicited for other products and services by BMO Financial Group1.

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Our leadership team

We build a strong partnership with you to help provide exceptional service to your clients.

Western Canada

British Columbia


Saskatchewan / Manitoba

Central Canada


Eastern Canada




Connect with us

  1. Clients that are referred to BMO Specialized Lending and continue a relationship with BMO Specialized Lending will not be solicited by BMO Financial Group (“BMO”) for other products and services, but may be contacted with respect to their lending products. Clients referred by Advisors that have or have had a direct or indirect contract with other BMO channels may receive marketing, products and service offers in the future from those channels. Clients with an existing relationship with BMO, or who subsequently approach BMO for unrelated products or services, may be contacted by members of BMO for all marketing, products and service offers in the future.