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BMO Private Investment Counsel Inc.

Address

1 First Canadian Place, 41st Floor
Toronto, Ontario M5X 1A1
(416) 359 - 7151

www.bmoprivatebanking.com

Principal Contacts

Tony Bennett
President and CEO
Tel: (416) 359 - 6090
tony.bennett@bmo.com

Jane Gulian-Moiroux
Vice-President & National Director, Investment Platform
Tel: (416) 359 - 7151
jane.gulianmoiroux@bmo.com

Client Minimums

Private: $1,000,000
Institutional: $0

Types of Accounts Managed

  • Private Individual / Investor

Provinces of Business

  • Alberta*
  • British Columbia*
  • Manitoba*
  • New Brunswick*
  • Newfoundland and Labrador*
  • Nova Scotia*
  • Ontario*
  • Quebec*
  • Saskatchewan*

* indicates a physical location in this province

BMO Private Banking manages over $25 billion in assets through its investment arm, BMO Private Investment Counsel Inc. One of Canada’s oldest investment firms, BMO Private Investment Counsel Inc. has been providing successful and prudent investment management to affluent clients since 1925.

We challenge successful Canadian families to take action on what’s important to drive exceptional outcomes today and through times of transition. We believe that the benefits of wealth rarely come without complications and challenges, and that families sometimes underestimate the emotional complexity of their wealth issues. The successful management of wealth requires a coordinated approach by a team of professionals.

We believe that the key to successful investing is not avoiding risk, but managing risk/reward tradeoffs and maintaining diversification among and within asset classes. We construct our clients’ portfolios on a foundation of long-term strategic asset allocation, bolstered by tactical adjustments that capture evolving market opportunities. Our in-house investment experts and renowned external advisors oversee the management of domestic and international investment strategies, and apply their own disciplined approach to managing the assets for which they are responsible.

Our clients’ investment objectives range from income generation to wealth preservation to capital growth. An investment counsellor works closely with each client to determine the appropriate asset mix for their investment portfolio. This is one of the primary  ways in which our investment management approach provides clients with long-term value and risk management of their investment portfolios.

We understand that our clients want to save time, benefit from solid advice, and enjoy life without worrying about the everyday hassles involved in managing their financial affairs. By bringing the best people together, we make this a reality.