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BMO Private Banking 

BMO Private Banking can help simplify your wealth experience by offering customized lending and banking solutions, including cash management, payment solutions and cross-border services.  Our goal is to help solve your unique personal, business and commercial wealth needs, from the simple to the complex. 

与专家联系

专属私人财富解决方案

Leverage personalized assistance, tailored solutions, and a comprehensive suite of banking services designed to meet your personal and business goals. Our dedicated Private Bankers are here to understand your unique banking needs and provide access to our exclusive banking services.

  • Relationship-led

    We work to understand you and provide solutions for your complex needs.

  • Industry-leading expertise

    BMO has been recognized as the Best Private Bank in Canada 脚注星星 since 2011.

  • Bespoke solutions

    Financial management solutions tailored to suit your current and future needs.

What will my Private Banker do for me?

Your Private Banker is a dedicated professional who will lead a team of experts to deliver customized Private Banking solutions that work for you and your lifestyle, in matters related to:

  • 银行账户
  • 网上银行服务
  • Credit cards and other credit products
  • Investment lending
  • Mortgages for investment or recreational properties
  • 跨境理财

Our expert advice and guidance

Our cross-border solutions allow you to bank on both sides of the border with ease. To ensure you get the right banking and borrowing solutions, we work with our dedicated U.S. partners to deliver seamless solutions to help with everyday money management.

定制化银行业务

We meet all your banking needs with the following specialized and exclusive solutions including:

  • 由一位了解您的需求、经济状况和目标的专属银行业务专家为您提供建议和支持
  • 旨在简化个人和业务需求的现金管理解决方案
  • Preferred exchange rates, personalized loans and unlimited access to a global network of select ATMs
  • 个人、企业和个人控股公司银行账户

定制借贷

You'll receive customized lending solutions to help you take advantage of opportunities to use your wealth efficiently. Depending on your needs, your Private Banker can deliver:

  • A borrowing strategy that optimizes your cash flow by making use of the value of your assets
  • Support with traditional mortgages, credit cards and lines of credit
  • Expertise to accommodate large specialty loan services in Canadian or U.S. dollars
  • Personal and business lending solutions

开始对话

回答几个关于您财富规划需求的问题,我们的BMO私人财富专家将与您联系。

正在照顾年迈的父母? Consider BMO Trust Company’s Continuity Program 

管理日常财务是照料者常常忽视的财务管理责任之一。建议您通过预先授权和远期付款,开通网上账单自动支付服务。

BMO Trust Company’s Continuity Program can provide you with customized daily financial management solutions including bill payments, income tax preparation, investment management and banking and concierge services.

Continuity计划也提供代理委托书和遗产管理服务,以帮助处理您父母的事务。

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常见问题

开始对话

BMO私人财富专家取得联系,探讨您的财务需求。

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