BMO Wealth Management

GPTKB entity

Properties (46)
Predicate Object
gptkbp:instanceOf gptkb:Insurance_Company
gptkbp:foundedIn 1817
gptkbp:hasAwards Best_Wealth_Management_Services
Best_Private_Bank_in_Canada
gptkbp:hasClient High Net Worth Individuals
Institutional Investors
gptkbp:hasHistory Acquired Various Wealth Management Firms
Established in 1817 as Bank of Montreal
Over 200 Years of Experience
Expanded_Wealth_Management_Services_in_2000s
Continues_to_Innovate_in_Wealth_Management_Solutions
gptkbp:hasLocation Global_Offices
Multiple_Branches_Across_Canada
Offices_in_Major_US_Cities
gptkbp:hasPart gptkb:BMO_Trust_Company
BMO_Investment_Services
BMO_Insurance_Services
BMO_Private_Banking
gptkbp:hasPatentNumber 1-800-263-8349
gptkbp:hasRole Long-Term Investment Strategy
Ethical Investment Practices
Personalized_Service
Risk_Management_Focus
gptkbp:hasService Estate Planning
Retirement Planning
Tax Planning
Investment Advice
gptkbp:hasWebsite www.bmo.com/wealthmanagement
gptkbp:headquarteredIn gptkb:Toronto,_Canada
https://www.w3.org/2000/01/rdf-schema#label BMO Wealth Management
gptkbp:isKnownFor Comprehensive Wealth Solutions
Strong Research Capabilities
Sustainable Investing Options
Client-Centric_Approach
gptkbp:isRegulatedBy gptkb:Canadian_Securities_Administrators
gptkb:Financial_Industry_Regulatory_Authority_(FINRA)
gptkbp:offers Financial_Planning_Services
Investment_Management_Services
gptkbp:operatesIn gptkb:Canada
gptkb:United_States
International_Markets
gptkbp:parentOrganization gptkb:Bank_of_Montreal
gptkbp:partOf gptkb:BMO_Financial_Group
gptkbp:serves Businesses
Individuals
Families