At BMO Private Banking, a member of BMO Financial Group we offer integrated wealth management solutions to high net worth clients. Our goal is to help you and your family plan, manage, monitor, grow and protect your wealth now, and in the future. Clients of BMO Private Banking are typically high net worth individuals and their families with net worth in excess of $2 million Canadian or 10 million RMB
Our senior team of client advisor professionals include specialists in a wide variety of disciplines such as banking for personal and business financial services, investment management, trust, estate services and wealth management planning. We can also provide tax planning and can assist with a business acquisition as well as a sale of a business in Canada.
As a client of BMO Private Banking you can benefit from:
- An exclusive Senior Client Advisor who will arrange all your personal and business financial service needs and to act as an ongoing key contact to help you get settled in Canada
- Someone who speaks your language and understands your unique situation
- Provide information on schools for your children
- Information on English as a Second Language programs for children and adults
- Assist with investment real estate advice and arrange an introduction to Real Estate consultants for personal and investment properties
- Help in locating an available family doctor
- A prestigious Platinum Banking Card for priority service in Canada and worldwide cash withdrawal privileges
- Assist with tax planning
- Arrange an introduction to a Tax Accountant for ongoing business and personal needs
- Discretionary Investment Management and Financial Planning services
- Provide an Investment Advisor for your investment needs
- Trust and Estate advisory services
- Access to debt and equity capital markets, trade finance and leveraged products
- All daily personal and business financial services including cash management and payroll services
- Access to banking services in the U.S. through our subsidiary (Bank)
Specialized Services
- Business acquisition solutions
- Customized Financial Planning
- Exclusive Black Platinum Banking MasterCard for Private Banking clients only – with optional Travel Protection, Medical Protection and 24 hour Concierge service available.
Investment Management
- Customized Investment Management – Private Banking
- Brokerage services – Nesbitt Burns
- Online investing - Investorline
Estate and Trust Services
- Estate, Trust and Planning
- Financial concierge service for busy executives and entrepreneurs
- Estate and Trust Administration
Platinum Banking Services
- A dedicated Senior client advisor
- Everyday banking and cash management service
- Financial Solutions for personal or business needs
- Exclusive Banking Card – provides priority service at any branch and access to cash worldwide through most ATM’s
- AIR MILES®** Reward Program
