A tailored, personal, long-term relationship with a Private Banker who knows you and understands your needs and nuances can enhance your financial success and simplify your life.
BMO Private Bankers design a customized plan for you and work closely with a team of experts across BMO Financial Group to help you reach your practice and personal financial objectives.
Ask your Private Banker about:
Day-to-day banking services – Help with time-consuming details such as getting a new bank card, transferring funds between accounts, making RRSP contributions, etc.
Specialized lending – if you sell your practice and the market conditions are not ideal to invest the proceeds, we can negotiate a special interest rate for large deposits in some situations.
Custom borrowing opportunities:
We will help you choose lines of credit, mortgages and other personal financing solutions that allow you to access the funds you need to reach your immediate and long-term goals.
We may be able to offer established clients an unsecured loan in certain circumstances.
Help to secure financing through personal holding companies, or to leverage life insurance, monetize investment holdings to free up cash, and fulfill other complex personal borrowing requirements.
Assistance with managing deposits:
Competitive deposit and investment products and services that provide easy access to your money at great rates
The latest in mobile apps to access your money
Help if you spend time and own property in the U.S.
Other advantages such as cash flow management, help navigating intricate financial situations, and structuring complex transactions.