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BMO Private Investment Counsel Inc.

Address

1 First Canadian Place, 41st Floor P.O.Box 150
Toronto, Ontario M5X 1A1
Toll Free: (855) 834 - 2558

www.bmoprivatebanking.com

Principal Contacts

Lesley Marks
President and CEO, and Chief Investment Officer

Client Minimums

Private: $1,000,000

Has no minimum for institutional clients.

Types of Accounts Managed

  • Private Individual / Investor

Provinces of Business

  • Alberta*
  • British Columbia*
  • Manitoba*
  • New Brunswick*
  • Newfoundland and Labrador*
  • Nova Scotia*
  • Ontario*
  • Prince Edward Island
  • Quebec*
  • Saskatchewan*
  • Northwest Territories
  • Nunavut
  • Yukon
  • United States

* indicates a physical location in this province

BMO Private Investment Counsel Inc. – one of Canada’s oldest and largest investment counselling firms, serving affluent clients since 1925 – is the investment arm of the BMO Private Wealth and manages over $30 billion in assets.

Our Clients benefit from having a dedicated Investment Counsellor, backed by our award-winning investment platform. Our Investment Policy Committee follows a principles-based approach that keeps our investment decisions aligned with our Client’s goals.

A PERSONALIZED INVESTMENT STRATEGY

We create an investment strategy that fits our Client’s unique needs and goals, and set expectations about the level of risk that is acceptable to them.

A FOCUS ON ACHIEVING CLIENT’S GOALS

Working with a dedicated Investment Counsellor, Client’s will stay informed about their financial progress. We adjust client’s strategy regularly to both external conditions and transitions in our Client’s personal life, to ensure we remain on track to reach their goals.

Our ultimate benchmark is our Client’s financial success – everything we do is driven by our Client’s needs and goals. We pursue this aim through consistent, client-driven, principled action, and we integrate their portfolio with every aspect of their Wealth Plan.

VALUABLE INVESTMENT ADVICE

By accessing world-class asset managers, we can build a diversified portfolio that anticipates Client’s needs and responds to risks and opportunities.

We offer an award-winning investment platform that’s proven to help our clients reach their investment objectives. Our investment strategies are guided by a framework of principles that embody our best thinking and strongest beliefs about how to help our clients.

OUR APPROACH TO RESPONSIBLE INVESTING

Investment decisions are always made in the best interests of our clients. Supporting these decisions is our belief that incorporating a range of responsible investment techniques can have an important impact on the creation of long-term investor value.

Our sub-advisors determine the role of responsible investment in their strategies. All of our strategies incorporate one or more responsible investment approaches into their investment processes, such as ESG (Environmental, Social & Governance) integration or an active ownership and engagement approach.

OTHER SERVICES include Banking and Borrowing, and Trust and Estate Services.