Investment excellence, tailored for you
Our clients include individuals, families, corporations, charities and private foundations who entrust us to manage their assets.
- Personalized
Your personal Investment Counsellor is dedicated to creating investment strategies that align with your unique goals.
- Disciplined fiduciary
Investment decisions are guided by a framework of principles that embody our best thinking.
- Global capabilities
A broad range of investment solutions across traditional, and alternative asset classes, and geographies.
Aligning our expertise and strategic oversight with your vision
Based upon your goals, which are at the forefront of every decision, we recommend, build, and manage a diversified portfolio for you by selecting leading global investment managers.
Our investment decisions are guided by a framework of principles that represent our best thinking about how to design and manage portfolios by:
Investing across multiple asset classes - Selecting and overseeing a distinguished group of investment managers
- Performing effective allocation across asset classes and geographies
Dedicated counsel to guide you through every step of your journey
Your dedicated Investment Counsellor has access to our robust investment platform and is supported by BMO Private Investment Counsel’s Chief Investment Strategist, experts throughout BMO and externally, as well as our Investment Policy Committee, which follows a principles-based, process-oriented approach that keeps our investment decisions aligned with your goals to deliver exceptional investment counsel.
In addition, Investment Counsellors collaborate with partners across the BMO Financial Group network of specialists such as tax, estate, insurance, business, trust, philanthropic planners, and private and commercial bankers. Your Investment Counsellor will quarterback a complete suite of tailored wealth advisory and banking solutions to help you build, preserve, and transition wealth aligned with your goals and vision.
Start the conversation
Connect with a BMO Private Wealth professional about your needs.