BMO Private Wealth is the Canadian wealth management offering of BMO, serving high-net-worth individuals and families, business owners, entrepreneurs, professionals, and executives. Its professionals build personalized relationships and coordinate expertise to help clients manage their wealth through changing needs and stages of life.

Services include comprehensive wealth planning, tax planning, retirement strategies, estate and legacy planning, and advice for business owners and succession planning. Private banking provides customized banking, deposits, cash management, lending, and borrowing solutions, including cross-border services and U.S. mortgages and credit cards. Investment management professionals develop portfolio strategies informed by clients’ goals, circumstances, and risk tolerance, drawing on research and analysis from BMO and other experts. Offerings include BMO Nesbitt Burns and BMO Private Investment Counsel.

BMO Private Wealth also provides trust and estate services, philanthropic planning, and specialized support through its family office, athlete wealth management, medical professional services, and wealth strategies for women. Its approach is designed to help clients feel informed and in control, protect their families and assets, and plan for the future.