Select Region/Language
US
China

We’re coming up empty for insights on “SEARCH_QUERY”

We’re coming up empty for services on “SEARCH_QUERY”

Service offered through BMO Investment Services

We’re coming up empty for team members on “SEARCH_QUERY”
We’re coming up empty for “SEARCH_QUERY”

Make sure you’ve spelled everything correctly, or try searching for something else

Looking for something else?

Why BMO Wealth Management

You want answers. It’s our job to provide them. But we believe your wealth management firm should also ask the right questions. We start with two: How do you want to live now? And how do you want to live in the future? Then we listen.

The BMO difference

Conversations with purpose

We ask the right questions. We hear you out. Then we guide you through the issues you’re aware of and uncover the ones you’re not.

Our fiduciary commitment

We believe relationships are built on trust and grown over time. This belief drives everything we do for you. It’s our responsibility.

Proven resiliency

For over 200 years, we’ve remained steadfast during difficult times, while uncovering opportunities to embrace a stronger future with our clients.

A purpose. A plan. A personalized approach.

We’re purposeful in getting to the heart of your short-term and long-term goals. We plan meticulously based on those goals. And we personalize your experience—from the strategy down to the details.

How we work with you

First, we take the time to know you and your goals, which helps us arrive at solutions that are the best fit for you.

Next, your wealth advisor builds a plan based on your goals and current market dynamics.

Then we share our plan and put it into action. We monitor and adapt as your needs and circumstances change.

What to expect

There are things that large, established organizations do well. And there are things that boutique firms do well. We believe that the best wealth management firms do both exceptionally well.

Resources you expect from a large firm.

Expertise. Depth. And a proven track record. These are qualities that define our strategy and research teams.

Relationships you look for in a boutique firm.

Your goals are your own. No one else’s. We meet with you regularly to ensure you and your family stay on track.

Our team

Our Executives
Darrel Hackett photo
Darrel Hackett
President
BMO Wealth Management - U.S.
Darrel Hackett is President, BMO Wealth Management U.S. Darrel is res…
Darrel Hackett is President, BMO Wealth Management U.S.&nbs…
Darrel Hackett is President, BMO Wealth Management U.S. Darrel is responsible for overseeing the strategic develop…
Larissa Chaikowsky
Larissa Chaikowsky
Chief Operating Officer
BMO Wealth Management - U.S.
Larissa Chaikowsky is the Chief Operating Officer for the U.S. Wealth Mana…
Larissa Chaikowsky is the Chief Operating Officer for the U…
Larissa Chaikowsky is the Chief Operating Officer for the U.S. Wealth Management business. She leads the National Offic…
Michael Stritch
Michael Stritch, CFA
Chief Investment Officer BMO Wealth Management, U.S.
Michael Stritch is Michael Stritch is Chief Investment Officer, BMO Wealth…
Michael Stritch is Michael Stritch is Chief Investment Offi…
Michael Stritch is Michael Stritch is Chief Investment Officer, BMO Wealth Management – U.S. As head of the In…
Wallace Harris
Wallace Harris
President
BMO Investment Services
As Head of BMO Investment Services, Wallace leads the financial advisor te…
As Head of BMO Investment Services, Wallace leads the finan…
As Head of BMO Investment Services, Wallace leads the financial advisor team in delivering a great client experience th…
Shannon Kennedy
Shannon Kennedy
Global President
BMO Family Office
Shannon Kennedy is the Global President of BMO Family Office, an inte…
Shannon Kennedy is the Global President of BMO Family …
Shannon Kennedy is the Global President of BMO Family Office, an integrated wealth management provider that serves…
Yung-Yu  Ma, Ph.D.
Yung-Yu Ma, Ph.D.
Chief Investment Strategist
BMO Wealth Management - U.S.
Yung-Yu Ma is Chief Investment Strategist for BMO Wealth Management &ndash…
Yung-Yu Ma is Chief Investment Strategist for BMO Wealth Ma…
Yung-Yu Ma is Chief Investment Strategist for BMO Wealth Management – U.S.   As Chief Investment Strat…
michael miranda photograph
Michael Miranda, CFA®
National Head of Investments
BMO Wealth Management - U.S.
Michael is responsible for all aspects of the investment management busine…
Michael is responsible for all aspects of the investment ma…
Michael is responsible for all aspects of the investment management business in alignment with the strategy for BMO Wea…
Amy Griman
Amy Griman
National Head of Trust and Estate Services and CEO BMO Delaware Trust Company
Amy oversees the personal trust offering and administration services for u…
Amy oversees the personal trust offering and administration…
Amy oversees the personal trust offering and administration services for ultra-high net worth individuals and families.…
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 is the U.S. National Head of Banking  for the BMO Private …
James Duff is the U.S. National Head of Banking  for t…
James Duff is the U.S. National Head of Banking  for the BMO Private Bank and has over 30 years of experience in t…
Jayne Hartley
Jayne Hartley
Head U.S. Wealth Planning
BMO Wealth Management
Jayne is National Head of Wealth Planning with BMO Private Bank and is res…
Jayne is National Head of Wealth Planning with BMO Private …
Jayne is National Head of Wealth Planning with BMO Private Bank and is responsible for strategic development and delive…
Matt Miller
Matt Miller
Regional President, Western U.S. and Florida
BMO Private Bank
Matt Miller is Regional President of the Western U.S. and Florida with BMO…
Matt Miller is Regional President of the Western U.S. and F…
Matt Miller is Regional President of the Western U.S. and Florida with BMO Private Bank. Matt oversees the strategic de…
Susan Oleari
Susan Oleari
Regional President, Chicago
BMO Private Bank
Susan Oleari is the Regional President of Chicago with BMO Private Ba…
Susan Oleari is the Regional President of Chicago with BMO&…
Susan Oleari is the Regional President of Chicago with BMO Private Bank. Sue oversees the strategic developme…
Peter O'Connor
Peter O'Connor
Regional President, Suburban Illinois
BMO Private Bank
Peter oversees the strategic development and delivery of BMO Private Bank&…
Peter oversees the strategic development and delivery of BM…
Peter oversees the strategic development and delivery of BMO Private Bank’s personal wealth management platform t…
Stephen Johnson
Stephen Johnson
Regional President, Northern States
BMO Private Bank
Stephen Johnson is Regional President of the Northern States with BMO Priv…
Stephen Johnson is Regional President of the Northern State…
Stephen Johnson is Regional President of the Northern States with BMO Private Bank. Stephen oversees the strategic…
Deborah Korompilas
Deborah Korompilas
National Head of Client Experience and Sales Enablement Office
BMO Wealth Management - U.S.
Deborah is the National Head of Client Experience and Head of National Ena…
Deborah is the National Head of Client Experience and Head …
Deborah is the National Head of Client Experience and Head of National Enablement Office where she is responsible …

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 Investment Services 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.

All fields are mandatory, unless marked optional.

Please enter first name
Please enter last name
Contact me by:
Please check your email address and try again
Please check your phone number and try again
Please Select a time to call (Optional)
What are your needs? (Optional)
Please select your investible assets
help info icon
This allows us to match you with the wealth advisor who can best address your needs.
Tell us more about your needs so that we can provide you with the solutions that best fit your needs. (Optional)