What departments does BMO Private Wealth have?

BMO Private Wealth has employees across 6 departments including Operations, Banking, Finance, Sales, Business.

What is the largest department at BMO Private Wealth?

The largest department at BMO Private Wealth is Finance with 4 employees.

Where are BMO Private Wealth employees located globally?

BMO Private Wealth has employees across 3 continents and 7 countries including Indonesia, China, Singapore, India, Canada.

How has BMO Private Wealth's team size changed over time?

BMO Private Wealth's team has decreased from approximately 1.5K to 1.2K employees based on available data.

BMO Private Wealth Employee Directory

Q: Who are BMO Private Wealth's key employees and leadership?

BMO Private Wealth's key employees include: Head, Trust And Estate Services And Ceo Bmo Trust Company: E. D., Chief Investment Strategist & Managing Director: B. J., Vice President & Market Leader, Bmo Private Wealth & Bmo Nesbitt Burns Inc: A. D., Vice President And Market Leader: A. S., Vice President And Regional Director, Banking: B. L..

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.

BMO Private Wealth Global Highlights

North America
1.4K

Canada
1.2K
United States Of America
188

Asia
7

China
3
Singapore
2
Indonesia
1
India
1

BMO Private Wealth's Leadership

B. J.
Chief Investment Strategist & Managing Director
Mobile Phone
Email
A. D.
Vice President & Market Leader, Bmo Private Wealth & Bmo Nesbitt Burns Inc
Mobile Phone
Email
A. S.
Vice President And Market Leader
Mobile Phone
Email
B. L.
Vice President And Regional Director, Banking
Mobile Phone
Email
C. R.
Vp & Chef De Marché / Vp & Market Leader
Mobile Phone
Email
G. P.
Vice President And Market Leader, Bmo Private Wealth & Branch Manager, Bmo Nesbitt Burns
Mobile Phone
Email
J. C.
Vice President Indigenous Trust Services - Western Canada
Mobile Phone
Email
J. G.
Vice President & Market Leader
Mobile Phone
Email

BMO Private Wealth Employee Metrics

100%

50%

0%

2026

2025

Banking
Finance
Analytics
Consultant
Administrative
Other
Operations
Community & Social Services
Legal
Program & Project Management

Contact profiles from BMO Private Wealth

Name

Title

Contact Info

Location

Last Update

L. B.
Director, Business Architecture
Mobile Phone
Email
Canada
Jul 09, 2026
B. M.
Director, Practice Management Operations
Mobile Phone
Email
CanadaOntario
Apr 15, 2026
J. S.
Associate Director
Mobile Phone
Email
CanadaOntario
Jun 25, 2026
A. Y. C.
Director, Ultra High Net Worth Lending
Mobile Phone
Email
CanadaBritish Columbia
Jul 07, 2026
A. C.
Director, Business Advisory & Transition Planning | Ontario Region
Mobile Phone
Email
CanadaOntario
Apr 15, 2026
A. U.
Associate Director
Mobile Phone
Email
CanadaOntario
Jun 25, 2026
B. W.
Director, Wealth And Tax Planning
Mobile Phone
Email
CanadaAlberta
Apr 14, 2026
B. T.
Director, Tax Planning - Atlantic Region
Mobile Phone
Email
CanadaPrince Edward Island
Jun 29, 2026
C. R.
Director, Investment Advisor Recruitment Strategy
Mobile Phone
Email
CanadaOntario
Apr 14, 2026
C. L. M.
Director, Trust & Estate Services
Mobile Phone
Email
CanadaBritish Columbia
Jan 27, 2026

Frequently Asked Questions

What is BMO Private Wealth known for?

BMO Private Wealth operates in the Financial Services industry. Explore BMO Private Wealth's company overview page for more information.

What is BMO Private Wealth's most common email format?

BMO Private Wealth employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more BMO Private Wealth email formats with LeadIQ.

How many employees does BMO Private Wealth have currently?

BMO Private Wealth has approximately 1.7K employees as of July 2026. These team members are located across 2 continents, including North AmericaAsia.

Who are BMO Private Wealth's key employees and leadership?

As of July 2026, BMO Private Wealth's key employees include:

Chief Investment Strategist & Managing Director: B. J.
Vice President & Market Leader, Bmo Private Wealth & Bmo Nesbitt Burns Inc: A. D.
Vice President And Market Leader: A. S.
Vice President And Regional Director, Banking: B. L.
Vp & Chef De Marché / Vp & Market Leader: C. R.

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BMO Private Wealth Employee Directory

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