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To be the wealth management services provider that defines great client experience. Our priority is to help you achieve your financial goals. Your success is our success.

Our strategy is to constantly evolve with changes to help deliver on your wealth management needs, both now and in the future. To achieve this, our advisors work hard to truly understand your needs and recommend the best solutions. We can then provide you with wealth solutions that holistically consider various aspects of your financial situation, personal and family objectives and life stage.

Using this approach, we serve a broad spectrum of clients, including ultra-high-net-worth and institutional clients. We operate in Canada, the United States and select global markets including Asia and Europe.

BMO Wealth Management is a member of BMO Financial Group.