BMO Private Banking

Together with Meek Wealth Advisory, a dedicated BMO Private Banker will focus on understanding your needs and providing expert solutions to help you and your family save time, simplify life and achieve your goals.

 

Exclusive Banking and Payment Solutions

Through your Platinum Banking Plan, you will have exclusive access to customized banking and payment solutions to help you meet all your banking needs, plus unlimited access to transactions, a preferred exchange rate, special BMO World Elite Mastercard and BMO Rewards Business Mastercard offers, and more. 

 

Lending Expertise

In addition to providing lending services for mortgages and lines of credit, Platinum Banking provides you with access to specialized lending to optimize your cash flow and wealth management plan including: 

  • Financing through personal holding companies
  • Personal financing linked to Business Banking financing and account management
  • Expertise to accommodate or refer requests for large specialty loan products in Canadian and U.S. dollars
  • Business financing for professionals and their companies including commercial real estate financing
  • Specialty loan services, including: 
    • Collateralization of investment management accounts
    • Large investment loans
    • Leveraged Life Insurance Program

Cross Border Banking 

Your banking comes together with BMO Private Wealth, north and south of the border. If you visit the U.S. frequently or live or work there, you may need help taking care of your banking needs on both sides of the border.

 

How we help you meet your cross-border banking needs: 

  • Bank accounts in U.S. dollars, plus online tools that let you take care of your everyday banking needs north and south of the border. You can access U.S. dollars in the U.S., transfer funds, view your accounts and pay U.S. bills with ease
  • U.S. issued credit cards that let you shop in U.S. dollars and earn rewards
  • Fixed or adjustable rate mortgages' you can apply for using your Canadian credit history if you don't have a U.S. credit history