BMO Family Office
Increased wealth can bring increased complexities to managing your finances. But that doesn’t mean it has to be complicated. This is how we make private banking easier and more effective for you through every life phase.
We give you direct access when you need it. Not just with a dedicated private banker, but with our wealth advisors and portfolio managers, too.
How well you adapt over time depends on how well we listen. We continually assess your situation so we can optimize your wealth plan.
We’ve spent the last decade fortifying our presence across U.S., Canadian and world markets, making us one of the largest financial institutions in North America.
As your circumstances change, your strategies change as well. We’re committed to making sure you have what you need, when you need it.
A dedicated private banker or wealth advisor will be in regular contact with you, keeping you updated on everything from special rates on deposit products to custom lending options.
BMO Private Bank is part of BMO Wealth Management, so we offer investment planning and services in addition to our banking and credit offerings.
Yes, we offer relationship-based pricing for our products and services. Your dedicated banker can provide you with additional details.
Monday through Friday (excluding holidays) 7:30 a.m. to 5:00 p.m. Central Time
Use our easy locator tool to find an advisor who can help you with your wealth management needs.
Find a BMO Investment Services financial advisor
Under $3 million in investible assets
For those with $3 million to $100 million or more in investible assets
Schedule a call with one of our wealth advisors.
All fields are mandatory, unless marked optional.
The information you provided above will be used in accordance with the terms of our Privacy Policies