BMO Private Bank
BMO Private Bank's Overview
BMO Private Bank is the private banking and wealth management division of BMO Financial Group (Bank of Montreal), one of North America's largest diversified financial services providers. Catering to high-net-worth individuals, families, foundations, and endowments, BMO Private Bank delivers a comprehensive suite of services including bespoke investment management, trust and estate planning, philanthropic advisory, private banking, and specialized credit solutions. With a client-centric approach, they aim to help clients grow, protect, and transition their wealth across generations, leveraging the extensive resources and expertise of the broader BMO Financial Group.
Where is BMO Private Bank's Headquarters?
HQ Function
Serves as the primary operational headquarters for BMO Financial Group, housing key executive leadership, corporate strategy, and major business unit operations, including significant support for BMO Private Bank activities.
Notable Features:
First Canadian Place is one of Canada's tallest skyscrapers, an iconic part of Toronto's skyline. It features extensive office space, retail, and direct access to Toronto's PATH underground walkway system.
Work Culture:
BMO fosters a collaborative and inclusive work environment focused on customer service, innovation, and integrity. The headquarters supports a dynamic culture with an emphasis on professional development and community involvement.
HQ Significance:
The Toronto operational headquarters is central to BMO's North American strategy, facilitating decision-making for its diverse financial services, including wealth management and private banking operations across Canada and the U.S.
Values Reflected in HQ: The prominent and modern headquarters reflects BMO's stability, ambition, and commitment to being a leading financial institution. Its location in the heart of Toronto's financial district signifies its importance in the Canadian and North American financial landscape.
Location:
BMO Private Bank primarily serves clients in Canada and the United States. However, it operates under the umbrella of BMO Financial Group, which has a broader global footprint. BMO Financial Group maintains offices in key international financial centers, including London, Dublin, Beijing, Hong Kong, Singapore, and Melbourne. These international offices support global capital markets, investment and corporate banking, and trade finance. This global network allows BMO Private Bank to assist clients with international financial interests, offering integrated solutions for their cross-border wealth management needs.
Street Address:
100 King Street West
City:
Toronto
State/Province:
Ontario
Country:
Canada
BMO Private Bank's Global Presence
Chicago, Illinois/USA
Address: 111 W Monroe St, Chicago, IL 60603, USA
Key center for BMO's U.S. wealth management expansion and service delivery, supporting a large client base in a major U.S. financial hub.
Montreal, Quebec/Canada
Address: 119 rue Saint-Jacques, Montreal, Quebec H2Y 1L6, Canada
Provides tailored wealth management solutions to clients in Quebec and Eastern Canada, leveraging BMO's deep historical roots and bilingual service capabilities in the region.
Scottsdale, Arizona/USA
Address: 14811 N Kierland Blvd Suite 200, Scottsdale, AZ 85254, USA
Catters to the increasing concentration of wealth in Arizona and surrounding states, focusing on retirement planning, business succession, and investment management for a discerning clientele.
Vancouver, British Columbia/Canada
Address: Bentall Centre, 595 Burrard St, Vancouver, BC V7X 1L7, Canada
Supports a significant and growing client base in Western Canada, offering expertise in wealth planning, investment management, and cross-border wealth considerations relevant to the Pacific Rim.
Buying Intent Signals for BMO Private Bank
Highperformr Signals uncover buying intent and give you clear insights to target the right accounts at the right time — helping your sales, marketing, and GTM teams close more deals, faster.
Executive Team of BMO Private Bank
As of April 2025, BMO Private Bank' leadership includes:
Investors of BMO Private Bank
BMO Private Bank has been backed by several prominent investors over the years, including:
Executive New Hires/Exits in the Last 12 Months
BMO Financial Group has experienced several key leadership appointments and transitions over the past 12-18 months, reinforcing its strategic priorities. Notable changes include new appointments for Chief Risk Officer, Chief People Officer, and Head of U.S. Wealth Management, alongside a strategic leadership move for the former U.S. Wealth head.
Departures
New Appointments:
Technology (Tech Stack) used by BMO Private Bank
Discover the tools BMO Private Bank uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.
BMO Private Bank Email Formats and Examples
BMO Financial Group, including BMO Private Bank, predominantly uses the email format firstname.lastname@bmo.com for its employees. This is the most common and standardized structure for professional communication within and outside the organization.
firstname.lastname@bmo.com
Format
jane.doe@bmo.com
Example
90%
Success rate
News and media
BMO Newsroom • May 28, 2024
BMO Financial Group Reports Second Quarter 2024 Results
BMO Financial Group announced its Q2 2024 earnings. BMO Wealth Management reported adjusted net income of $322 million. Reported net income for Wealth Management was $320 million, up 1% from the prior year, reflecting growth in client assets and effective management....more
Investment Executive • April 10, 2024
BMO Private Investment Counsel tops brand index in IE report card
BMO Private Investment Counsel Inc. was the top-rated firm in the 2024 Investment Executive Brokerage Report Card Brand Index. Advisors at the firm gave it high marks for its brand strength, reputation, and support for their practices....more
BMO Newsroom • February 1, 2023
BMO Completes Acquisition of Bank of the West, Significantly Expanding its U.S. Presence
BMO Financial Group announced the completion of its acquisition of Bank of the West from BNP Paribas. This landmark transaction significantly expands BMO's U.S. footprint, adding nearly 1.8 million customers and extending its banking and wealth management services into new U.S. markets, including California....more
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