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Contact Us

Jeff Somer
Lou D'Aversa
Ilona Napravnik

Tel: 416-359-4259

Address
1 First Canadian Place
40th Floor , P.O. Box 150
Toronto, ON
M5X 1H3
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About BMO Wealth Management

About BMO Wealth Management
 
 
 
  • Established in 1817, BMO Financial Group is Canada’s oldest financial institution with total assets in excess of $690 billion.  BMO Wealth Management currently manages over $90 billion in discretionary professionally managed portfolios.
 
 
  • Top Ranked Equity Research demonstrating strong returns on Focus List portfolios.
 
 
  • One of North America’s leading full-service Wealth Management firms focussed on meeting the needs of individual investors through a customized and integrated approach to wealth management.  Backed by industry leading research, we believe in maintaining strong relationships with our clients and providing top shelf portfolio management solutions.
 
 
  • Premium platform that combines a comprehensive and client-focused investment offering with high-touch wealth advisory services that leverage strong financial planning capabilities.
 
 
  • Team of highly skilled wealth professionals committed to providing an optimal client experience.
 
 
  • Planning and advice-based approach that integrates investment, insurance, estate planning, and specialized wealth management solutions.