BMO Private Wealth Employee Directory

Financial ServicesOntario, Canada1001-5000 Employees

Backed by the heritage, stability and resources of BMO Financial Group – BMO Private Banking and BMO Nesbitt Burns have come together under the unified brand BMO Private Wealth. Professionals from one of North America’s leading full-service investment firms and Canada’s best private bank are partnered to help you navigate the complex process of managing wealth. Our multi-disciplinary wealth management professionals take a proactive approach to helping high net-worth individuals and families achieve their wealth goals.

Services include wealth planning, investment management, banking, tax planning, trust and estate services, and philanthropy.

Find BMO Private Wealth employees' phone numbers or email addresses

BMO Private Wealth Global Highlights

Location
Employees

North America
1.3K

Minus sign iconPlus sign icon
  • Canada
    1.1K
  • United States Of America
    195

Asia
8

Minus sign iconPlus sign icon
  • China
    3
  • Singapore
    2
  • Japan
    1
  • India
    1
  • Indonesia
    1

BMO Private Wealth's Leadership

  • Stylized image of a person
    C. S.
    Chief Market Strategist
    Phone icon
  • Stylized image of a person
    B. J.
    Chief Investment Strategist & Managing Director
    Phone icon
  • Stylized image of a person
    A. D.
    Vice President & Market Leader, Bmo Private Wealth & Bmo Nesbitt Burns Inc
    Phone icon
  • Stylized image of a person
    A. S.
    Vice President And Market Leader
    Phone icon
  • Stylized image of a person
    C. R.
    Vp & Chef De Marché / Vp & Market Leader
    Phone icon
  • Stylized image of a person
    J. C.
    Vice President Indigenous Trust Services - Western Canada
    Phone icon
  • Stylized image of a person
    J. G.
    Vice President & Market Leader
    Phone icon
  • Stylized image of a person
    J. B.
    Vice President & Market Leader
    Phone icon

BMO Private Wealth Employee Metrics

100%
50%
0%
2026
2025
2024
  • Banking
  • Finance
  • Analytics
  • Consultant
  • Administrative
  • Other
  • Operations

Contact profiles from BMO Private Wealth

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    T. D.
    Vice President & Market Leader, Bmo Private Wealth & Bmo Nesbitt Burns Inc
    Phone icon
    CanadaOntario
    Dec 17, 2025
  • Stylized image of a person
    T. Y.
    Vice-President & Regional Director, Trust, Western Canada
    Phone icon
    May 18, 2025
  • Stylized image of a person
    V. A.
    Head, Client Insights Strategy, North America
    Phone icon
    CanadaOntario
    Oct 22, 2025
  • Stylized image of a person
    W. A.
    Regional Head Of Operations
    Phone icon
    CanadaNova Scotia
    Nov 11, 2025
  • Stylized image of a person
    W. T.
    Vice President And Market Leader
    Phone icon
    CanadaBritish Columbia
    Nov 20, 2025
  • Stylized image of a person
    O. H.
    Vice President Indigenous Trust Services
    Phone icon
    CanadaBritish Columbia
    Nov 12, 2025
  • Stylized image of a person
    M. S.
    Vice President & Market Leader
    Phone icon
    CanadaQuebec
    Nov 10, 2025
  • Stylized image of a person
    C. T.
    Head, Strategy & Operations At Bmo Wealth Planning, Trust, Estate & Insurance Advisory Services
    Phone icon
    CanadaOntario
    Nov 14, 2025
  • Stylized image of a person
    J. L. C. C. C.
    Vp & Regional Director British Columbia, Quebec & Atlantic Canada, Bmo Private Investment Counsel
    Phone icon
    Oct 24, 2025
  • Stylized image of a person
    T. C. C.
    Senior Financial Advisor, Vice President
    Phone icon
    United StatesWisconsin
    Oct 26, 2025

Frequently Asked Questions

What is BMO Private Wealth known for?

Minus sign iconPlus sign icon
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?

Minus sign iconPlus sign icon
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?

Minus sign iconPlus sign icon
BMO Private Wealth has approximately 1.6K employees as of December 2025. These team members are located across 2 continents, including North AmericaAsia.

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

Minus sign iconPlus sign icon

As of December 2025, BMO Private Wealth's key employees include:

  • Chief Market Strategist: C. S.
  • 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.
  • Vp & Chef De Marché / Vp & Market Leader: C. R.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.