Full-service wealth management and banking for new Canadians

Moving to a country like Canada presents newcomers with plenty of opportunities – but also many unknowns. One thing you can’t afford to be uncertain about is your financial situation. That’s why it’s important that you get up to speed on your wealth management and banking options as quickly as possible.

 

BMO Private Wealth combines BMO Nesbitt Burns, one of Canada’s oldest, largest and most reputable wealth management businesses with BMO Private Banking, Canada’s best Private Bank1 . Working together, we offer newcomers to Canada, like you, the highly personalized services that will help grow and preserve your wealth, deal with the complexities you may encounter and bring your financial vision to life.

 


We’re different than other Canadian financial institutions. Here’s how:

Our collaborative service model sets us apart.

Our multidimensional team works together to gain an understanding of your financial situation and objectives, and always places your interests first. Private Wealth professionals work with a proven team of experts, including wealth planners, estate and trust professionals, tax specialists and commercial bankers to provide you with integrated, tailored advice to address your financial needs and priorities.

 

Our experts have real world qualifications.

Most of our estate planners are lawyers, and many of our tax planners are Certified Professional Accounts (CPA) with experience working at large accounting firms. All of our wealth planners have earned the Certified Financial Planner® (CFP) designation, signifying they have achieved and maintain internationally recognized standards of knowledge, skills, abilities and ethics. The level of expertise we provide is a key differentiator.

 

How you benefit

With BMO Private Wealth, newcomers to Canada can feel secure knowing that their wealth management and private banking needs are addressed and met by our knowledgeable, experienced professionals. Rely on their expertise to make the move to your new country as seamless and stress-free as possible.

 

Full-service investment management

With BMO Private Wealth, you’ll get a wealth plan based on your current – and future – personal, family and business needs, goals and risk tolerance. You’ll have access to:

  • Disciplined asset allocation and investment management solutions
  • A diversified, resilient portfolio that is tax-efficient and responsive to changes in your needs, as well as to market risks and opportunities
  • Access to world-class asset managers
  • An investment portfolio that is customized to your unique situation and leverages our best thinking and strong principles
  • Strategic guidance to help you prepare for both the expected and the unexpected – whether it’s financing a home, vacation property or business, saving for a child’s education or your retirement, or navigating a major life transition

 

Private banking services

Enjoy the benefits of personalized banking services as you transition to life in Canada. Your dedicated BMO Private Wealth Private Banker will:

  • Help with your day-to-day banking requirements
  • Provide solutions tailored to your unique banking and borrowing needs, including: – Lines of credit, mortgages and other personal banking solutions that will help you finance your immediate and long-term goals – More complex financing through personal holding companies or monetizing investment holdings to free up cash
  • Offer easy access to your money at specialized rates through competitive deposits and customized cash management services
  • Assist with U.S. banking services such as chequing accounts, credit cards and mortgages if you spend time south of the border