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RECOGNITION & AWARDS


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

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Most Outstanding Wealth Planning Services” award logo

Most Outstanding Wealth Planning Services

BMO Wealth Management was selected as the winner of the “Most Outstanding Wealth Planning Services” by Global Finance.

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US Global Financial Market Review 2016 Best Domestic Private Bank

2017, 2016, 2015, 2014, 2013 - Best Domestic Private Bank, BMO Private Bank

 

BMO Private Bank was awarded 2017'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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CardRates.com

2017 Editors’ Choice Award for Family Wealth Services

 

Based on its entrepreneurial legacy, decades of real experience, and comprehensive offerings, BMO Wealth Management earned the 2017 CardRates.com Editors’ Choice Award for Family Wealth Services.

 

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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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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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