BMO Private Wealth brings together two of Canada's most reputable wealth management businesses: BMO Nesbitt Burns and BMO Private Banking. Together, we bring you highly personalized services to grow and preserve your wealth, in order to make your vision a reality.
Tailored to your specific risk profile and goals, the right choices are informed by a depth of experience, proprietary research, and ongoing evaluation, designed to efficiently, and prudently, manage your portfolio of capital for generations to come. We understand that serving your best interest means offering an unbiased range of investment solutions; taking the time to explore new opportunities; and access both internally and externally managed strategies, including world-class managers from around the globe.
Backed by the heritage, stability, and resources of the BMO Financial Group, we'll help you take action on what matters most and guide you through times of transition, so you can achieve your goals and dreams. We offer wealth management services dedicated to helping affluent families with all aspects of their wealth needs - from complex banking and borrowing, investing, wealth planning, to giving and trust services. To ensure we meet all your needs we first take the time to understand your goals and dreams about your family, work, lifestyle, and money. We'll engage our passionate and diverse team of BMO Wealth specialists. This includes our investment and wealth planning teams, our estate and trust, business succession, tax, and philanthropy experts. By bringing our best people together, we'll ensure you have a truly comprehensive wealth plan. We understand that wealth enables unique opportunities and advantages, but also includes complexity, responsibility, and at times, conflict.
Distinctive banking and borrowing requires equally distinctive service offerings: a dedicated team of professionals adept at larger, more complex transactions, and able to oversee the unified management of personal, business and holding company accounts. We appreciate that it's all part of a bigger picture, and will coordinate with wealth planning experts, and our U.S partners, to structure, create, and provide customized solutions.
We strive to help families like yours with decisions regarding the care of a loved one, the planning and execution of your estate, paying bills, managing property, selling international assets, or liaising with beneficiaries. Regardless of the choice, we work together to simplify the fundamental complexities of wealth, by crafting professional and collaborative solutions that ensure your family is protected today, and always.