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BMO Private Banking 

BMO Private Banking can help simplify your wealth experience by offering customized lending and banking solutions, including cash management, payment solutions and cross-border services.  Our goal is to help solve your unique personal, business and commercial wealth needs, from the simple to the complex. 

聯絡專業人員

專屬的私人財富解決方案

Leverage personalized assistance, tailored solutions, and a comprehensive suite of banking services designed to meet your personal and business goals. Our dedicated Private Bankers are here to understand your unique banking needs and provide access to our exclusive banking services.

  • Relationship-led

    We work to understand you and provide solutions for your complex needs.

  • Industry-leading expertise

    BMO has been recognized as the Best Private Bank in Canada 註腳星號 since 2011.

  • Bespoke solutions

    Financial management solutions tailored to suit your current and future needs.

What will my Private Banker do for me?

Your Private Banker is a dedicated professional who will lead a team of experts to deliver customized Private Banking solutions that work for you and your lifestyle, in matters related to:

  • 銀行賬戶
  • 網上銀行服務
  • Credit cards and other credit products
  • Investment lending
  • Mortgages for investment or recreational properties
  • 跨境銀行服務

Our expert advice and guidance

Our cross-border solutions allow you to bank on both sides of the border with ease. To ensure you get the right banking and borrowing solutions, we work with our dedicated U.S. partners to deliver seamless solutions to help with everyday money management.

個人化銀行業務

We meet all your banking needs with the following specialized and exclusive solutions including:

  • 來自專屬銀行業務專業人員的建議和支持,他們了解您的需求、狀況及目標
  • 可簡化個人及企業需求的現金管理解決方案
  • Preferred exchange rates, personalized loans and unlimited access to a global network of select ATMs
  • 個人、企業和私人控股公司銀行賬戶

個人化借貸

You'll receive customized lending solutions to help you take advantage of opportunities to use your wealth efficiently. Depending on your needs, your Private Banker can deliver:

  • A borrowing strategy that optimizes your cash flow by making use of the value of your assets
  • Support with traditional mortgages, credit cards and lines of credit
  • Expertise to accommodate large specialty loan services in Canadian or U.S. dollars
  • Personal and business lending solutions

開始對話

Answer a few questions about your wealth planning needs, and one of our BMO Private Wealth professionals will reach out.

正在照顧年邁的父母? Consider BMO Trust Company’s Continuity Program 

管理日常財務事宜是照顧者最常忽視的財務管理責任之一。您可考慮設定網上服務的預先授權及按日期付款以自動支付賬單。

BMO Trust Company’s Continuity Program can provide you with customized daily financial management solutions including bill payments, income tax preparation, investment management and banking and concierge services.

「持續」計劃也提供委託書及遺產管理服務,協助管理父母的事務。

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Commonly asked questions

開始對話

聯絡BMO 私人財富專業人員,洽談您的理財需求。

聯絡專業人員查找最近的服務地點