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Investing your assets

From life changes to market changes, different seasons lead to different needs. Your investment strategies should be flexible enough to adapt. We take the time to understand what makes the most sense for you now and we adjust your portfolio over time to help you stay on track toward your goals.

Investment services

Investment Management
Investment research, asset allocation, portfolio management, advisory services and discretionary investing. For today and your future.
Insurance & Risk Management with BMO Investment Services
Protection from the expected and the unexpected. Safeguarding your wealth—from insurance policies to business succession planning.
Tax Planning Strategies
We collaborate with your tax advisors to help minimize your obligations by maximizing tax-advantaged strategies.
Wealth Planning
Smart thinking, smart planning—from portfolio management and banking needs to estate considerations and charitable giving.
Brokerage Services with BMO Investment Services
An unyielding commitment to helping you invest with confidence. A relentless dedication to helping you reach your goals.
Financial Planning with BMO Investment Services
An insightful, personalized approach to defining your financial vision and creating the right path to help you reach it.

Insights for you

When appreciating art, beauty is in the eye of the beholder, as our artistic preferences rely upon …
NOVEMBER 02, 2021
“One of our worst traits in journalism is that when we have a narrative in our minds, we ofte…
OCTOBER 19, 2021 MICHAEL STRITCH, CFA YUNG-YU MA, PH.D.
If you missed our recent fiscal policy & the financial markets webinar with special guest Mary …
SEPTEMBER 27, 2021 MICHAEL STRITCH, CFA YUNG-YU MA, PH.D.

The people behind the insights

Julie Ann Garber
Julie Ann Garber
Vice President and Senior Wealth Planning Consultant with BMO Private Bank
Julie Ann Garber is a Vice President and Senior Wealth Planning Consultant…
Julie Ann Garber is a Vice President and Senior Wealth Planning Consultant with BMO Private Bank. Julie Ann provides customi…
Julie Ann Garber is a Vice President and Senior Wealth Planning Consultant with BMO Private Bank. Julie Ann provides customized financial planning solutions to high net worth…
therese-pershall-q3-1
Therese Pershall
Private Wealth Advisor
BMO Wealth Management
Therese serves as a lead advisor and relationship manager to high-net-wort…
Therese serves as a lead advisor and relationship manager to high-net-worth individuals, families and organizations, includi…
Therese serves as a lead advisor and relationship manager to high-net-worth individuals, families and organizations, including closely-held and family-owned businesses. She w…
kate-lyons-q3-2
Kathryn Lyons
Sr. Portfolio Manager
BMO Wealth Management
Kate serves as part of the Client Strategy Team, where she provides custom…
Kate serves as part of the Client Strategy Team, where she provides customized investment management and advisory solutions …
Kate serves as part of the Client Strategy Team, where she provides customized investment management and advisory solutions for high net worth individuals, families and organ…
brad-herman-cfp-aep-chfc
Brad Herman, CFP®, AEP®, ChFC®
Senior Wealth Planning Consultant
BMO Private Bank
Brad provides customized financial planning solutions to high-net-worth in…
Brad provides customized financial planning solutions to high-net-worth individuals and families as part of an overall perso…
Brad provides customized financial planning solutions to high-net-worth individuals and families as part of an overall personal wealth management strategy. He joined BMO Priv…
Jon Finney
Jon Finney
Director, Traditional Research
BMO Family Office
Jon Finney is the Director of Traditional Research at BMO Family Office. …
Jon Finney is the Director of Traditional Research at BMO Family Office. Jon joined the firm in 2008 and has more than …
Jon Finney is the Director of Traditional Research at BMO Family Office. Jon joined the firm in 2008 and has more than 15 years of experience in the financial services i…
Suzie Eyrich
Suzie Eyrich
Financial Planner
BMO Private Bank
Suzie provides customized financial planning solutions to high net worth i…
Suzie provides customized financial planning solutions to high net worth individuals and families as part of an overall pers…
Suzie provides customized financial planning solutions to high net worth individuals and families as part of an overall personal wealth management strategy. Suzie joined BMO …
Stephen White
Stephen White
Managing Director
BMO Private Bank
Steve oversees a team of skilled professionals dedicated to providing high…
Steve oversees a team of skilled professionals dedicated to providing high net worth individuals, families, privately held b…
Steve oversees a team of skilled professionals dedicated to providing high net worth individuals, families, privately held businesses and nonprofit organizations with a full …
John Banker
John Banker
Managing Director and the Head of Investment Research
BMO Family Office
John Banker is a Managing Director and the Head of Investment Research at …
John Banker is a Managing Director and the Head of Investment Research at BMO Family Office, an integrated wealth management…
John Banker is a Managing Director and the Head of Investment Research at BMO Family Office, an integrated wealth management provider that serves ultra-affluent individuals, …
Ryan  Cotton
Ryan Cotton
Director of Private Markets
BMO Family Office
Ryan Cotton is a Director of Private Markets with BMO Family Office, an in…
Ryan Cotton is a Director of Private Markets with BMO Family Office, an integrated wealth management provider that serves ul…
Ryan Cotton is a Director of Private Markets with BMO Family Office, an integrated wealth management provider that serves ultra-affluent individuals, families and family offi…
Jay Ritter
Jay Ritter
Equity Research Analyst
BMO Wealth Management - U.S.

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