BMO Private Wealth Email Format
Financial ServicesOntario, Canada1001-5000 Employees
BMO Private Wealth is a Canadian financial services firm that provides integrated wealth management for high-net-worth individuals and families, combining private banking and investment services under a single brand. Its offerings include wealth planning, investment management, banking, tax planning, trust and estate services, and philanthropy, delivered by a cross-disciplinary team that coordinates advice across disciplines to manage complex wealth needs. Based in Toronto, Ontario, the organization operates within the broader BMO Financial Group, drawing on the parent company's resources and stability. Its target market comprises high-net-worth clients seeking proactive, coordinated guidance across planning, investments and legacy services. In June 2026, a related development within the organization involved the launch of the DollarGPS financial navigation tool.