Named Best Private Bank in Canada for 15 years in a row

We guide successful Canadian families through their financial landscape.

As a BMO Private Wealth Winnipeg client, you benefit from both the resources of a recognized leader in wealth management, and from working with local, skilled professionals who are focused on your interests and your financial success.             



What matters most to us is developing a lasting relationship with you, based on a full appreciation of your unique needs and an in-depth understanding of your current financial profile and future objectives. Together, we work to achieve your financial goals in a secure and trusted manner.

Winnipeg view


Expect exceptional outcomes

Thunder Bay

 

  • A highly customized approach to growing and preserving your wealth
  • A well-structured and dynamic investment portfolio
  • Tailored family and business trust structures
  • Family money management education
  • Charitable giving strategies
  • An estate plan that aligns with your goals
  • Resolution of difficult emotional issues related to wealth

   

 We understand that you want to save time, benefit from solid advice, and enjoy life without worrying about the everyday hassles of your financial affairs. By bringing the best people together, we make this a reality.        

Find an Advisor

 

Complete wealth planning

BMO Private Wealth offers tailored solutions for all your wealth needs.

Private Wealth Promise Wheel

Serving Winnipeg and Surrounding Communities

While our branch is located in downtown Winnipeg, our advisors proudly serve clients across:


This regional focus allows our advisors to combine local insight with the national resources and research of BMO Nesbitt Burns, one of Canada’s most established investment firms.

  Winnipeg, Manitoba


  Brandon, Manitoba


  Thunder Bay, Ontario


  Dryden, Ontario

Recent Posts

Weekly Strategy Perspectives: Global Policy Pivot – What Game Are We Playing?

Mar 27, 2026 - BMO Private Wealth

From the day Donald Trump took the presidential oath of office for his second term, substantial changes impacting the global order were set in motion....

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The risk of being hands-off with your wealth

Mar 25, 2026 - BMO Private Wealth

In most partnerships, dividing responsibilities comes naturally, but when it comes to household finances, far too often one partner takes the reins while the other quietly steps back....

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Weekly Strategy Perspectives: Just the FAQs

Mar 20, 2026 - BMO Private Wealth

Barely 11 weeks into the new year and investors’ psyches are already rubbed raw from the quantity of big-picture, arc-bending issues they’ve faced....

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Kim Stephanchew, B.Comm. (Hons), FMA, CIM

Vice-President, Market Leader *

Lucas Golebioski, B.Comm. (Fin)

Director & Assistant Market Leader