At BMO Private Wealth, trust is the foundation of every client relationship. That’s why Nellie Chowbay and her team deliver on Our Promise—a personalized wealth plan built around your unique goals. Through our Client Promise Wheel, we take a holistic approach to your financial well-being:

• Grow Your Wealth with tailored investment strategies and smart banking solutions
• Optimize Your Taxes through efficient planning and cross-border expertise
• Protect What Matters using insurance and wealth planning tools
• Manage Your Legacy with thoughtful estate and philanthropic guidance

Backed by over 200 years of experience and a team of connected experts, Nellie offers world-class insights and advice to help you navigate every stage of your financial journey.

The Nellie Chowbay Wealth Management Group

Here we combine considerable investment experience and excellent service to add significant value to the wealth of households. 
 
Over the years, we have built long lasting relationships with our clients.  
 
Our process is highly consultative and often draws on the expertise of specialists throughout the BMO Group in order to customize an integrated & multi-disciplinary wealth management solution for you.
 

We Provide Wealth Management Through

• Comprehensive Financial Planning 
• Investment Management (Managed or Customized Portfolios)
• Estate & Insurance Planning
• Personal & Commercial Loans