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RECOGNITION & AWARDS


We are consistently recognized for the exceptional service experience we provide for our clients.

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Family Wealth Report 2016 Best Investment Advice

2016 – Best Investment Advice, CTC |myCFO

 

The Family Wealth Report Awards recognize companies, teams and individuals who have demonstrated innovation and excellence in the wealth management industry.

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US Global Financial Market Review 2016 Best Domestic Private Bank

2016, 2015, 2014, 2013 - Best Domestic Private Bank, BMO Private Bank

 

BMO Private Bank was awarded 2016's Best Domestic Private Bank in the U.S. and was recognized for:

  • Providing outstanding client service while maintaining high retention rates
  • Offering customized solutions and investment strategies
  • Delivering high-quality, research-driven portfolio management
  • Exemplifying industry leadership excellence
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PAM Awards 2016 Best Private Client Investment Platform

PAM AWARD

2016 – Best Private Client Investment Platform, CTC | myCFO 

 

The PAM Awards are presented annually by Private Asset Management, a financial services industry publication. Firms compete for PAM Awards in several categories related to their business model, services offered, growth in assets managed and service innovation.

2015 – Best Multi-Family Office (Above $5 Billion), Best Consultant to Family Offices – Investment Advice, CTC | myCFO

 

The Family Wealth Report Awards recognize companies, teams and individuals who have demonstrated innovation and excellence in the wealth management industry.

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PAM Awards 2015, 2013, 2012 Best Multi-Family Office – Overall (Over $2.5 Billion)

PAM AWARD

2015, 2013, 2012 – Best Multi-Family Office – Overall (Over $2.5 Billion), CTC | myCFO 

 

The PAM Awards are presented annually by Private Asset Management, a financial services industry publication. Firms compete for PAM Awards in several categories related to their business model, services offered, growth in assets managed and service innovation.

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