BMO Wealth Management - Company Profile
Powered by 
All the sales intelligence you need on BMO Wealth Management in one solution.
- Save hours of research time with a comprehensive
Sales Intelligence Solution.
- Understand how BMO Wealth Management fits into your total
addressable market and Ideal Customer Profile.
- Gain competitive edge with triggers that tell you
when and how to engage with BMO Wealth Management.
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
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, Ontario, Canada.
Headquarters
Canada
Address
100 King Street West, 1 First Canadian Place, B1 Floor, Toronto, Ontario, M5X1H3
Telephone
1 855 6497873
No of Employees
6,244
Industry
Financial Services
Revenue (2024)
$4.2B
BMO Wealth Management premium industry data and analytics
Products and Services
| Services |
|---|
| Wealth Planning: |
| Financial Planning |
| Retirement 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 | 6,244 | 25,672 | 5,537 | - | - |
| 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 | - |
| Piyush Agrawal | Chief Risk Officer | Senior Management | 2022 | - |
| Deland Kamanga | Head - Wealth Management | Senior Management | 2021 | - |
| Derek Weatherford | Regional President - Northern Region, BMO Wealth Management - U.S. | Senior Management | - | - |
| Amy Hale | Regional President - Southern & Central Regions, BMO Wealth Management - U.S. | Senior Management | - | - |
| Non Dignissim Eros | Proin vel | Convallis | 2026 | XY |
| Non Dignissim Eros | Proin vel | Convallis | 2026 | XY |
| Non Dignissim Eros | Proin vel | Convallis | 2026 | 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