BMO Private Wealth

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. 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



Personalized private banking and commercial banking services

Enjoy personalized service from a dedicated BMO Private Wealth Private Banker who will get to know you and your specific needs and provide solutions that get you where you want to be, including:

  • Help with day-to-day banking needs
  • Customized lending and deposit services and strategies that include:
    • Lines of credit, mortgages and other personal financing solutions
    • Specialized financing through personal holding companies, life insurance or investment holdings
  • Competitive deposits, investment products, and customized cash management services that provide you with easy access to your money at specialized rates
  • Access to U.S. banking services such as chequing accounts, credit cards and mortgages if you spend time or own property south of the border

Get in touch with us today to find out how we can help you.


Wealth can be complex, daunting and stressful. Our team of experts are accountable for removing these barriers to achieve comfort and results in your life. 

Our investment discipline is to take a risk-controlled, diversified approach to asset management to provide consistent, reliable performance. This process starts with a plan. We partner with all our clients to truly understand what is important to them and create a comprehensive financial plan to obtain financial independence. 

We are committed to building a solid, lasting relationship with all our clients, and we pride ourselves on being their one-stop shop for all their financial needs. Our clients never feel distant, next in line, or unclear about the aspects of their financial program.