BMO Wealth Management - Company Profile
Powered by 
All the data and insights you need on BMO Wealth Management in one report.
$295
- Save hours of research time and resources with
our up-to-date BMO Wealth Management Strategy Report
- Understand BMO Wealth Management position in the market,
performance and strategic initiatives.
- Gain competitive edge and increase your
chances of success
BMO Wealth Management (BMOWM), a wealth management division of Bank of Montreal Group offers wealth planning, trust and estate services, tax planning, philanthropy, banking and borrowing solutions, and investment management. The company offers financial planning, retirement planning, asset transfer, estate planning and administration, wealth preservation, tax advisory, and account management. BMOWM also offers bespoke lending, deposit management, investment advisory and strategy building, financial management and business succession planning to high net worth individuals (HNWI), wealthy families, professionals, executives, business owners, and entrepreneurs. It operates in the Middle East, Asia-Pacific, and Europe, the US. BMOWM is headquartered in Toronto, Canada.
Headquarters
Canada
Address
100 King Street West, 1 First Canadian Place, B1 Floor, Toronto, Ontario, M5X1H3
Telephone
1 855 6497873
No of Employees
6,124
Industry
Financial Services
Revenue (2022)
$3.6B
BMO Wealth Management premium industry data and analytics
Products and Services
| Services |
|---|
| Wealth Planning: |
| Financial Planning |
| Post Transition Planning |
| XYZ |
| XYZ |
| XYZ |
Competitor Comparison
| Key Parameters | BMO Wealth Management | RBC Wealth Management | CIBC Wealth Management | National Bank of Canada Wealth Management | Laurentian Bank of Canada Private Banking |
|---|---|---|---|---|---|
| Headquarters | Canada | Canada | Canada | Canada | Canada |
| City | Toronto | Toronto | Toronto | Montreal | Montreal |
| State/Province | Ontario | Ontario | Ontario | Quebec | Quebec |
| No. of Employees | 6,124 | - | 5,711 | - | 3,000 |
| Entity Type | Private | Private | Private | Private | Private |
Executives
| Name | Position | Board | Since | Age |
|---|---|---|---|---|
| Darryl White | Chief Executive Officer - BMO Financial Group; Director - BMO Financial Group | Executive Board | 2017 | - |
| Larissa Chaikowsky | Chief Operating Officer | Senior Management | - | - |
| Piyush Agrawal | Chief Risk Officer | Senior Management | 2022 | - |
| Michael Stritch | Chief Investment Officer | Senior Management | 2018 | - |
| Yung-Yu Ma | Chief Investment Strategist | Senior Management | - | - |
| Non Dignissim Eros | Proin vel | Convallis | 2024 | XY |
| Non Dignissim Eros | Proin vel | Convallis | 2024 | XY |
| Non Dignissim Eros | Proin vel | Convallis | 2024 | XY |
Still looking?
Have you found what you were looking for? From start-ups to market leaders, uncover what they do and how they do it.
Explorer
Access more premium companies when you subscribe to Explorer
Get in touch about GlobalData Company reports
Contact the team or request a demo to find out how our data can drive your business forward