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Banking & borrowing

Pursuing your passions. Building your wealth. The two shouldn’t get in the way of each other. We believe the right banking, borrowing and cash management strategies can help accomplish both—for you, your family and your business. Flexible yet stable, that’s how we approach private banking.

The BMO difference

Achieving more of what matters to you

Increased wealth can bring increased complexities to managing your finances. But that doesn’t mean it has to be complicated. This is how we make private banking easier and more effective for you through every life phase.

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Clear the path

We give you direct access when you need it. Not just with a dedicated private banker, but with our wealth advisors and portfolio managers, too.

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Respond relentlessly

How well you adapt over time depends on how well we listen. We continually assess your situation so we can optimize your wealth plan.

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Lean on our strength

We’ve spent the last decade fortifying our presence across U.S., Canadian and world markets, making us one of the largest financial institutions in North America.

What to expect

Private banking built for you and your goals

As your circumstances change, your strategies change as well. We’re committed to making sure you have what you need, when you need it.

  • Bank accounts and cash management services
  • Credit cards and lines of credit
  • Mortgages, financing services and customized lending options

Insights

CURRENT MARKET NEWS
The September 16 Federal Reserve statement and press conference marked the first formal projections…
SEPTEMBER 17, 2020 YUNG-YU MA, PH.D.
It’s the time of year when most parents typically prepare to send their children back to school. Bu…
AUGUST 18, 2020 MICHAEL STRITCH, CFA
OUTLOOK FOR FINANCIAL MARKETS
“It is surmounting difficulties that makes us heroes.” - Louis Pasteur   Fiscal stimulus, executi…
AUGUST 14, 2020 MICHAEL STRITCH, CFA YUNG-YU MA, PH.D.

The people behind the insights

Banking & Borrowing leadership
Jim Duff — U.S. National Head of Banking with BMO Private Bank
Jim Duff
U.S. National Head of Banking
BMO Private Bank
James Duff  (Jim) is the U.S. National Head of Banking  for …
James Duff  (Jim) is the U.S. National Head of Banking…
James Duff  (Jim) is the U.S. National Head of Banking  for BMO Private Bank and has 27 years of experie…

FAQs

A dedicated private banker or wealth advisor will be in regular contact with you, keeping you updated on everything from special rates on deposit products to custom lending options.

BMO Private Bank is part of BMO Wealth Management, so we offer investment planning and services in addition to our banking and credit offerings.

Yes, we offer relationship-based pricing for our products and services. Your dedicated banker can provide you with additional details.

Contact us

Call us

1-877-225-3863

Monday through Friday (excluding holidays) 7:30 a.m. to 5:00 p.m. Central Time

Find an advisor or office

Use our easy locator tool to find an advisor who can help you with your wealth management needs.

Find a BMO financial advisor

Under $3 million in investible assets

Find a BMO wealth advisor

For those with $3 million to $100 million or more in investible assets

Let us contact you

Schedule a call with one of our wealth advisors.

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