Wealth Management Tools


Non-Discretionary Solutions

Designed for clients who wish to actively participate in decisions involving their investments. We will customize a portfolio to help you achieve your goals, choosing from a wide variety of traditional investment options including investment funds, equities, ETFs, covered call strategies and fixed income products.


Discretionary Programs

Designed for clients who want to delegate the day-to-day investment decision making and ongoing monitoring of the markets to industry experts who manage money for some of the largest pension funds. We work with you to create an ideal portfolio to help meet your investment goals. Then together with a team of highly educated experts we provide rigorous, ongoing oversight and portfolio management to ensure your investments are in line with your objectives and remain focused on your goals.


Cash Management

BMO Nesbitt Burns Preferred Plus accounts provide clients with instant access to the cash held in their investment account through ABMs, cheques, and online banking. Client's also have access to a line of credit based on the margin available in their investment account.


Lending Services

Whether clients are looking to secure a mortgage, personal loan or line of credit - or if they require more specialized lending services to fulfil and optimize their wealth management strategy - we work with them to access the expertise of a BMO lending specialist.


Private Banking

One of the most comprehensive client service and support programs offered by a Canadian Bank, BMO's enCircle program can arrange for almost any support that clients need to manage their busy personal and financial lives. Whether it be simple - everyday banking and bill payments, or more complex - banking services for professional practices and U.S. Banking Services, BMO's Platinum Banking takes care of day-to-day financial management.