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

Are you emotionally ready for retirement?

Jul 06, 2026 - BMO Private Wealth

Retirement is one of the biggest life transitions any of us will go through, yet we tend to treat it primarily in financial terms. How much money is it going to take to realistically afford to step away from the job?...

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Weekly Strategy Perspectives: One for the Record Books: Q2 Review and Q3 Preview

Jul 03, 2026 - BMO Private Wealth

Equity and fixed income markets navigated a minefield of potentially damaging disruptions during the second quarter before ending on solid footing....

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BMO Private Investment Counsel Global Markets Commentary: 2026 at the Half: Resilience Under Pressure

Jul 02, 2026 - BMO Private Wealth

The first half of 2026 was a tug of war between disruptive shocks and durable underlying trends. Markets were repeatedly tested by geopolitical tensions, policy uncertainty and an inflation scare....

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

Vice-President, Market Leader *

Lucas Golebioski, B.Comm. (Fin)

Director & Assistant Market Leader