BMO Private Wealth is a part of BMO Financial Group, a major North American financial services provider. Its origins are tied to BMO's 1984 acquisition of Harris Bank, which led to the formation of BMO Harris Private Banking. Over the years, the brand was consolidated into BMO Private Wealth to unify its wealth management offerings across North America. The company's mission is to provide a comprehensive and integrated approach to managing wealth, offering services that include investment management, private banking (deposits, credit), trust and estate services, and sophisticated financial planning for affluent clients.

Founded in

United States