Embrace the possibilities of personalized wealth management
- TAILORED
Solutions designed to align with your unique goals and aspirations.
- TRUSTED
Nurturing a strong foundation of trust and an unwavering commitment to your success.
- INNOVATIVE
Using innovative technologies for a modern approach to wealth management.
Meet life’s opportunities with confidence
We are here to support you in the moments that really matter, providing a holistic approach that delivers a strategic wealth plan that empowers you to thrive while we handle the complexities.
Embrace the present
Get personalized banking solutions and dedicated support for all your financial needs.
Grow your wealth
Leverage tailored investment strategies designed for long-term growth.
Manage your assets
Pave the way toward achieving your financial goals with strategic wealth planning expertise.
Support the future
Ensure a lasting legacy and seamless wealth transfer with our expert trust and estate services.
Broad expertise. One team.
Using a collaborative approach, our highly experienced team works closely with each other – and with you – to assure your success by providing comprehensive solutions.
Our respected investment businesses
BMO 利時證券
BMO Nesbitt Burns has been a trusted, leading North American full-service advisory and brokerage firm for over a century. Today, we remain a leader in full-service investment management.
Our experienced Investment Advisors cultivate lasting relationships with their clients. They deliver comprehensive investment management services, accessing a wide universe of products and sophisticated solutions backed by leading market and proprietary research and analysis.
Whether it is our in-house investment experts or leading outside global asset managers we have selected as partners, our investment strategies are backed by a highly disciplined and skilled approach. Managers are selected for their bespoke knowledge and expertise in their respective asset class, resulting in deep bench strength that covers all the asset classes.
BMO 私人投資顧問
One of Canada’s most prominent investment counsel firms, BMO Private Investment Counsel offers unsurpassed expertise and guidance. Our discretionary managed portfolios are constructed from a highly curated platform of funds and models managed by BMO Global Asset Management and leading third-party money managers.
Placing your goals at the forefront, we deliver institutional-quality, multi-asset solutions and make decisions that prioritize risk management. Your dedicated Investment Counsellor has access to our robust investment platform and our Investment Policy Committee to deliver exceptional investment management services.
Our professionals are dedicated to prioritizing the goals of the families who entrust us with managing their wealth.
Our world-class banking services
BMO Bank of Montreal
BMO Private Banking delivers personalized products and services provided by the Bank of Montreal, through the personal attention of a dedicated Private Banker.
Through your Private Banker you’ll have access to the full suite of personal and business products offered by BMO Bank of Montreal. This includes bank accounts, loans, credit cards, payment services and cash management solutions. Your Private Banker will help you streamline your financial affairs and navigate simple and complex situations.
BMO Bank N.A.
To meet your cross-border banking needs, your BMO Private Wealth professional can introduce you to a dedicated support team with our U.S. affiliate, BMO Bank N.A. (BMO U.S.). From U.S. bank accounts, credit cards and lending products, to trust and advisory services, BMO U.S. delivers solutions that help you bank on both sides of the border. BMO U.S. has over 1,000 branches and 2,400 U.S. ATMs in 32 states, including Florida, Arizona and California, in addition to free and unlimited access to 40,000+ Allpoint® Network ATMS in all 50 states.1,2
Our trust and estate specialists
BMO Trust Company
BMO Trust Company is your dedicated partner to help your family preserve and transfer wealth for generations and make informed decisions in emotionally charged situations.
Our trust and estate professionals have the experience, compassion and qualified partnerships to help you put the right plan and structures in place – such as Wills, trusts, and powers of attorney – to reach your desired outcomes and ensure continuity if your situation changes.
BMO Trust Company also provides professional trustee and executor services to help relieve the stress that often accompanies these roles.
Our leadership
Your wealth is in our nurturing hands. Let our expertise guide your future success.
As the Head of BMO Private Wealth North America, Kevin Barnes provides oversight and strategic direction for BMO’s Canadian and U.S. Private Wealth businesses. Kevin focuses on delivering the very best in wealth advice, products and services in the industry, to create exceptional, integrated experiences for BMO’s high-net worth and ultra-high-net worth clients in growing, protecting and transitioning their wealth.
Kevin Barnes
Head, BMO Private Wealth, North America
Backed by a legacy of excellence
Your success is always our greatest accomplishment. We are proud to have been recognized as the Best Private Bank in Canada by World Finance Magazine every year since 2011.
Read the latest on all our awards.
