We Operate with Integrity
  • We always put our clients’ needs ahead of everything else.
  • We work with you to select the best products to suite your needs.
 
We Offer Strength and Stability
  • Our team is backed by a 200-year legacy of trust, insight and thought leadership.
  • You’ll have full access to the insight and resources of a network of experts at BMO Private Wealth and BMO Capital Markets, as recognized leaders in providing comprehensive investment and wealth advisory services.
 
We are Accessible
  • Rather than operating as individual contributors, we work as a team, so there is always someone here who knows you. This means we can offer relevant help if you have pressing questions while your advisor is on vacation or out of the office.
  • Your calls should never get missed, so we do our utmost to ensure you reach a real person rather than a machine.
 
We are Informative
  • We believe in educating and informing you about your investments, industry terms and the global markets. Clients who understand what’s going on tend to trust us because they understand our recommendations and the market and economic forces that influence their portfolios.
 
We are Flexible 
  • We will meet with you at your home or office or host meetings at of our BMO branch locations (see the back cover for addresses).
  • We provide remote services such as video meetings, electronic document signing, online account access through Gateway, and other efficiencies.