Bespoke BMO Private Banking services

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.