Trusted partners for those important moments
A one-team approach
Your dedicated B M O Private Wealth professional has a team of experts ready to provide personalized advice and recommendations.
Bespoke attention to your needs
From a simple question to sophisticated wealth management solutions, our plans evolve with your changing needs.
Depth and breadth of expertise
We bring our end-to-end strategy to you based on our experience across business and borders
Why
Backed by over 200 years of stability and resources of B M O Financial Group, B M O Private Wealth is built on a proven track record with two long-standing successful legacy businesses: B M O Private Banking and B M O Nesbitt Burns.
B M O Private Wealth’s multi-disciplinary team of professionals from one of North America’s leading full-service investment firms and Canada’s best private bank footnote * take a holistic and proactive approach to help you navigate the complex process of managing your wealth.
How we can help
We create tailored solutions for all your wealth needs
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Wealth Planning
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Funding your goals
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Preserving and growing your wealth
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Minimizing taxes
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Preparing your family for the future
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Integrating your business and life
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Planning your legacy
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Succession planning