Private Wealth Management, Investment & Banking

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Bring your vision to life

Receive tailored solutions from award-winning experts to match each stage of your wealth journey.

Manage your wealth with bespoke planning solutions

Your wealth plan is a living and breathing blueprint for your financial future. As your life changes, so does your wealth plan. Your dedicated BMO Private Wealth professional, along with our team of experts will help you achieve your goals.

Expert strategic wealth services
Through a personal and authentic relationship, your trusted professional will create comprehensive wealth planning strategies based on your needs that will help you feel connected to, in control of, and secure with your wealth.

Our Wealth Planning solutions:

Wealth Planning StrategiesTax PlanningBusiness Owner Advisory ServicesBusiness Succession PlanningRetirement PlanningEstate PlanningLegacy Planning

Wealth Planning and Strategy

All in the family: A primer on gifting property

Our experts share the many personal, financial, tax, and legal implications to consider when gifting assets to family members.

Lydia Potocnik, LL.B, TEP, FEA

Head, Estate Planning and Philanthropic Advisory Services, BMO Private Wealth

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Enjoy personalized convenience with dedicated service and attention
You’ve achieved so much. Now may be the time for a more strategic and exclusive approach to managing your banking and borrowing needs. Your Private Banker is dedicated to working with you to provide specialized lending capabilities, customized banking and deposit solutions, coordinated wealth services, and adept navigation through complex transactions.
Cash management and borrowing solutions
Your Private Banker can recommend cash management and borrowing strategies that simplify personal and business needs. They can help you optimize your cash flow by leveraging the value of your assets. In addition, you’ll have access to exclusive banking and credit products.
Our Private Banking solutions:
Private Banking U.S. Cross-Border SolutionsU.S. Cross-Border Banking U.S. Credit CardsU.S. Mortgages & Borrowing

Wealth Planning and Strategy

Differences between U.S. and Canadian mortgages

Thinking about a cross-border property purchase? Now’s the time to learn the different rules and requirements surrounding Canadian and U.S. mortgages.

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Grow your wealth with tailored and resilient investment strategies aligned with your personal goals
BMO Private Wealth professionals work to understand your needs, goals, risk tolerance and circumstances. Based on a proven discipline they build your portfolio with an investment strategy that’s right for you.
Robust research and analysis from our leading experts
Our wealth professionals have access to research from BMO Capital Markets, our network of highly respected analysts and economists, and strong internal and external multi-asset strategists. Our experts work together to help create the right plan for you.
Our Investment Management solutions:
Investment Management and Advice BMO Nesbitt Burns BMO Private Investment Counsel

Wealth Planning and Strategy

The wide world of alternative investments

To enhance downside protection, it’s time to think beyond stocks and bonds.

Ewa Townsend

Director, Alternatives Strategies, BMO Private Wealth

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Prepare for the future
We understand that taking care of your family is your number one priority, and your trust and estate plan should reflect that. You can feel assured that our holistic approach is designed to safeguard both your wealth and your wishes.
Leave a lasting legacy
Further the greater good with a detailed philanthropic plan that aligns with your values, preserves your wealth for future generations and delivers measurable and rewarding outcomes for your chosen charities, and can also provide you with tax advantages along the way.
Our Trust and Estate solutions:
Trust and Estate Services Philanthropy

Estate & Trust

8 tips to bulletproof your Will

In a perfect world, your final wishes would be carried out just as you wish. But what if a member of your family isn’t happy and contests your Will?

Melanie McDonald, LL.B., TEP

Vice President & Regional Director (Western Canada), BMO Trust Company

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Entrust your wealth to a proven, global and transparent firm

DEDICATED PROFESSIONAL
As your single point of contact
RENOWNED EXPERTISE
From our team of global experts
AWARD-WINNING SERVICE
From Canada’s Best Private Bank (World Finance Magazine, 2023)

Our team collaborates to further your vision

Our strong team includes specialized financial planners, tax specialists, philanthropic experts, private bankers, trust and estate specialists, and investment professionals.

Our qualified wealth professionals at BMO Nesbitt Burns, BMO Private Investment Counsel, BMO Bank of Montreal, BMO Trust Company partner collaboratively with your best interests at heart. Working together as one team, we can help make your vision a reality.

How we work with you