We will introduce you to a Senior Private Banker who will be dedicated to your banking experience. This individual will:
Become familiar with your situation and remain available to respond to your requests and concerns
Take care of your banking needs from day-to-day tasks to the most specialized matters
Offer special interest rates:
BMO offers unique and customized interest rates that are more competitive than other banks, regardless of whether your account is held by you personally or by your holding company, professional corporation, or family trust
BMO offers special products to give you higher rates of interest in certain circumstances that are not available at the retail bank level or online
Help you secure financing through personal and professional holding companies, monetize investment holdings to free up cash, and fulfill other complex personal borrowing requirements
Whether you are looking for the latest in mobile apps to access your money, or spending time and owning property in the U.S., BMO offers competitive deposit and investment products, business cash management services, as well as services that provide you with easy access to your money
We collaborate closely with estate planners and trust professionals to help you transfer your wealth to the next generation as tax-effectively as possible.
Education
Legacy Planning
Executor Services