How We Help Protect and Increase Your Wealth

As an individual or family with a high net worth, a key part of your wealth plan is your investment plan.

Everything we do is driven by your needs and goals. Our measure of success is helping you achieve your financial goals. We pursue this by focusing on your goals and by integrating your investment portfolio into every aspect of your overall wealth plan.

Our Approach to Your Investment Success

Expert advice and portfolio management

Our BMO Private Wealth professionals will look to understand your needs, goals and risk tolerance, to guide us in determining the right investment strategy for you. Once your investment portfolio is established, we monitor it regularly to ensure it continues to align with any changes in your life and significant changes in the capital markets.

 

You will benefit from a BMO Private Wealth professional who has access to a team of experts to:

  • Gather knowledge to understand you and your needs.
  • Recommend investment strategies and solutions, based on our best investment thinking, informed by your needs and goals and in your best interest.

Our Investment Capabilities and Businesses

We can meet your investment needs whether you would like us to manage your investments for you or whether you want to be closely involved in the management of your investments. Once your investment portfolio is established, we’ll monitor it regularly to ensure it aligns to your needs and goals as they evolve over time and to significant changes in the capital markets.

We build portfolios constructed on a foundation of research, advice and long-term strategic asset allocation. After we get to know you and understand your goals and how you would like us to engage with you in the management of your wealth, we’ll recommend an investment solution that fits you best through one of our established investment management businesses - BMO Nesbitt Burns (NB) or BMO Private Investment Counsel (BPIC), depending on your situation.

No matter whether you engage with BMO NB and/or BPIC, you will have access to our full BMO Private Wealth offering which includes connecting you, as needed, with experts in many additional wealth disciplines including trust and estate, philanthropy and banking, to name a few.