Customized wealth services and solutions for you, your family and your business.

BMO Private Wealth brings together two of Canada’s most reputable wealth management businesses: BMO Nesbitt Burns, one of North America’s leading full-service investment firms, and BMO Private Banking, Canada’s best private bank1. Together, we bring you highly personalized services to grow and preserve your wealth and make your vision a reality.

Full-Service Wealth Management

Your dedicated BMO Nesbitt Burns Investment Advisor will develop a plan that’s right for your wealth needs – across all stages of your life and business. Your Investment Advisor can deliver:

  • A full suite of investment management solutions that address the needs of all investor profiles
  • Multigenerational wealth planning from a network of specialist partnerships across BMO Financial Group, including:
    • Wealth planning to prepare for the expected and the unexpected, from financing a home, vacation property or business to saving for a child’s education, planning for retirement or navigating a major life transition
  • Trust and estate services
  • Insurance solutions
  • Philanthropic planning
  • Tax planning
  • Family office services for ultra-affluent families with complex needs
  • Business succession services
  • And more

 :

Find an Investment Advisor Near You

Kingston

67 Brock St,
Kingston, ON
K7L 1R8

 

Find an Advisor

Brockville

1 Court House Square,
Brockville, ON
K6V 3X2

 

Find an Advisor

Perth

30 Gore St E,
Perth, ON
K7H 1H5

 

Find an Advisor

Building stronger communities.

At BMO Nesbitt Burns, we take pride in our community. That’s why each year, through various donations and sponsorships, we are committed to providing our support to a number of charities and local causes. Additionally, our Investment Advisors and staff volunteer their time by sitting on a variety of local boards and committees. Together, we hope our commitment and efforts make a difference in Kingston, Brockville and Perth.

 

Learn More

 

short red-roofed silo in a field

Recent Posts

Weekly Strategy Perspectives: Musings on the State of the AI Trade

Jun 26, 2026 - BMO Private Wealth

Attention has quickly reverted to “all things AI” now that oil is once again flowing through the Strait of Hormuz and a path toward stabilization of the Mideast conflict is in sight....

Read more

Reinventing Jobs in the Age of Technological Transformation

Jun 24, 2026 - BMO Private Wealth

There’s no doubt that a workplace transformation is underway as the discourse around generative AI’s impact on white-collar jobs and employment continues to heat up....

Read more

USMCA Review to Focus on Enforcement, Supply Chains and Security

Jun 24, 2026 - BMO Private Wealth

When USMCA was first signed, it was hailed by some as the most consequential trade agreement on the planet. Nearly a decade later, that agreement faces its first major test as it enters its first major review....

Read more