Bank of Montreal proposes a wide range of private banking services, including:
- Wealth planning, including financial, retirement, and post-transition planning
- Personalized account management
- Customized lending solutions
- Managing deposits
- Personalized investment strategy
- Valuable investment advice
- Trustee services
- Estate planning and administration
- Tax planning
BMO private investment counsel provides you with extensive advice to save and increase your assets.
You can log in to a special program for making online investments using the link.
The BMO private banking fees vary from 0,8% to 2,1% depending on the size and the composition of the portfolio.
BMO private banking requirements – to have at least 500 ths AUD assets.
If you require additional consultations, please contact the bank support service at 1-855-834-2558.