Skip navigation Private Wealth Search Find us Support EN Login Achieve your goals Services Insights Contact us Services Investment Management and Advice Whether your focus is preserving wealth, increasing wealth or a mix of both, our BMO Private Wealth professionals work with you to recommend an investment strategy that can help you achieve your goals. Whether your focus is preserving wealth, increasing wealth or a mix of both, our B M O Private Wealth professionals work with you to recommend an investment strategy that can help you achieve your goals. .__2F22cRS__a{fill:#0075be;}LET US CONTACT YOU How we help protect and increase your wealth As an individual or family with a high net worth, a key part of your wealth plan is your investment plan. Everything we do is driven by your needs and goals. Our measure of success is helping you achieve your financial goals. We pursue this by focusing on your goals and by integrating your investment portfolio into every aspect of your overall wealth plan. Our approach to your investment success Expert advice and portfolio management Our BMO Private Wealth professionals will look to understand your needs, goals and risk tolerance, to guide us in determining the right investment strategy for you. Once your investment portfolio is established, we monitor it regularly to ensure it continues to align with any changes in your life and significant changes in the capital markets. Our B M O Private Wealth professionals will look to understand your needs, goals and risk tolerance, to guide us in determining the right investment strategy for you. Once your investment portfolio is established, we monitor it regularly to ensure it continues to align with any changes in your life and significant changes in the capital markets. You will benefit from a BMO Private Wealth professional who has access to a team of experts to: You will benefit from a B M O Private Wealth professional who has access to a team of experts to: Gather knowledge to understand you and your needs. Recommend investment strategies and solutions, based on our best investment thinking, informed by your needs and goals and in your best interest. Ready to connect? Answer a few questions about your wealth needs, and one of our BMO Private Wealth professionals will reach out. Answer a few questions about your wealth needs, and one of our B M O Private Wealth professionals will reach out. LET US CONTACT YOU Our investment capabilities and businesses We can meet your investment needs whether you would like us to manage your investments for you or whether you want to be closely involved in the management of your investments. Once your investment portfolio is established, we’ll monitor it regularly to ensure it aligns to your needs and goals as they evolve over time and to significant changes in the capital markets. We build portfolios constructed on a foundation of research, advice and long-term strategic asset allocation. After we get to know you and understand your goals and how you would like us to engage with you in the management of your wealth, we’ll recommend an investment solution that fits you best through one of our established investment management businesses - BMO Nesbitt Burns (NB) or BMO Private Investment Counsel (BPIC), depending on your situation. We build portfolios constructed on a foundation of research, advice and long-term strategic asset allocation. After we get to know you and understand your goals and how you would like us to engage with you in the management of your wealth, we’ll recommend an investment solution that fits you best through one of our established investment management businesses - B M O Nesbitt Burns (N B) or B M O Private Investment Counsel (B P I C), depending on your situation. No matter whether you engage with BMO NB and/or BPIC, you will have access to our full BMO Private Wealth offering which includes connecting you, as needed, with experts in many additional wealth disciplines including trust and estate, philanthropy and banking, to name a few. No matter whether you engage with B M O (N B) and/or B P I C, you will have access to our full B M O Private Wealth offering which includes connecting you, as needed, with experts in many additional wealth disciplines including trust and estate, philanthropy and banking, to name a few. Access our reports Prospectuses & Financial Reports Access prospectuses, financial reports & other important information LEARN MORE Monthly Global Markets Commentary Global Markets Commentary: We may have turned a corner LEARN MORE Latest Special Report The 2021 Federal Budget Review LEARN MORE Related articles Read our latest insights on Investment Management and Advice ARTICLES Passion finds purpose ARTICLES Behavioural finance: 4 things to know about how we invest Get in touch with us Find a BMO Private Wealth professional Find a B M O Private Wealth Professional Find the contact information for a professional. FIND A PROFESSIONAL We’ll connect you with a professional Answer a few questions and a BMO Private Wealth professional will contact you. Answer a few questions and a B M O Private Wealth professional will contact you. LET US CONTACT YOU Locate an office Find a BMO Private Wealth branch close to you. Find a B M O Private Wealth branch close to you. FIND A BRANCH BMO Private Investment Counsel Prospectus and Financial Reports Terms and Conditions BPIC is not a member CIPF BMO Nesbitt Burns About Gateway Disclaimers Terms and Conditions TFSA Terms and Conditions Regulatory Documents Contact Us Meet a Professional , opens in a new tab Find a Branch , opens in a new tab Privacy , opens in a new tab Legal , opens in a new tab Security , opens in a new tab Careers , opens in a new tab Investor Relations , opens in a new tab Accessibility , opens in a new tab Support , opens in a new tab CDIC for eligible entities , opens in a new tab Inquiries , opens in a new tab BMO Nesbitt Burns Inc is a Member - Canadian Investor Protection Fund , opens in a new tab BMO Nesbitt Burns Inc. is regulated by IIROC Know Your Advisor: IIROC AdvisorReport , opens in a new tab , opens in a new tab