Company Summary

BMO Harris Private Banking manages over $12 billion in assets through its investment arm, BMO Harris Investment Management Inc. One of Canada’s oldest investment firms, BMO Harris Investment Management Inc. has been providing successful and prudent investment management to affluent clients since 1925.

Source: BMO Harris Investment Management Inc.

Unique Value Proposition

Wealth Planning
Planning for the future of your family or your business is part of the integrated approach to wealth planning offered by BMO Harris Private Banking. We look after your wealth, both personal and professional. We offer you access to a comprehensive array of wealth planning solutions.

Estate Planning
An effective estate plan preserves your family’s wealth and arranges for its orderly and tax-efficient transfer to your heirs. It can involve wills, powers of attorney and or trusts. Our professionals will work with you to create customized estate plan, based on your needs and objectives. We are committed to providing you with valuable guidance and customized solutions that form part of a complete and seamless wealth management strategy.

Financial Planning and Retirement Planning
BMO Harris Private Banking delivers objective, personal financial planning, including planning for retirement, as a component of every client’s experience. Working with your other advisors as appropriate, we provide advice on how your financial goals will be met, given your current and future resources.

Whether your BMO Harris Private Banking professional performs a fundamental financial analysis or involves one of our dedicated financial planners to produce a comprehensive financial plan, we can help you make better financial decisions through the application of uncompromising integrity, trust and personalized service.

Source: BMO Harris Investment Management Inc.

AUM ($Bil)


Year Founded


Key Personnel

William A. Downe, CEO
J. Robert S. Prichard, Chairman of the Board
Robert M. Astley, Director


BMO Nesbitt Burns
1 First Canadian Place
Toronto, Ontario M5X 1H3

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