Why We Are Different


We understand that you are unique.

Your needs change over time and we understand you need a plan that changes with you. We leverage the proven talent of professionals throughout BMO Financial Group to create personalized wealth management plans and provide you with the peace of mind you need to focus on what really matters to you in life.

Canada's first bank.

Founded in 1817, the Bank of Montreal has a legacy of over two centuries making it Canada's oldest bank. Our strategy builds on the knowledge brought from the past, and insight looking forward to ensure that we are a future-ready institution.

Pillars of success.

Our unique position within the industry and team of professionals will help provide you with a full-service wealth management solution. Together with our partners throughout the Bank of Montreal, we deliver expertise that prepares our clients for the lifestyle that they want.