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Sherry Richardson
Peggy Lo
Brad Malazdrewicz

Tel: 403-261-9521

Address
525 8th Avenue SW
Suite 1000
Calgary, AB
T2P 1G1
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Cross Border

Let BMO Wealth management introduce to banking on both sides of the border

If you visit the U.S. frequently or live and work there you may need help taking care of your banking needs on both sides of the border. Our integrated North American banking team can help make cross-border banking simpler.

Whether you're buying property or just want to take care of your day-to-day banking, BMO Wealth mangement is here to help - on both sides of the border.WE offer
  • Bank accounts in US dollars - both in Canada and US
  • Credit cards - with a US or Canadian Address that will let you build a US credit history
  • Fixed or adjustable rate mortgages - apply using your Canadian Credit History.
  • Travel Insurance
Our cross-border wealth planning services include
  • Wealth planning
  • Trust and Estate planning
  • Tax planning
Considering a move to the US ? Our team of professionals on both sides of the border can help with the transition for Investments, Tax and Estate issues.

Contact us today for help with all cross border needs