BMO Private Wealth
Financial ServicesView the employees at
BMO Private Wealth-
Zoe (Xing) Xu, CFA, CPA, CA Business Development Consultant at BMO Private Wealth
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Top 10%
Cooper Wismer Private Banking Officer at BMO Private Wealth-
Kitchener, Ontario, Canada
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Rising Star
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Overview
Backed by the heritage, stability and resources of BMO Financial Group – BMO Private Banking and BMO Nesbitt Burns have come together under the unified brand BMO Private Wealth. Professionals from one of North America’s leading full-service investment firms and Canada’s best private bank are partnered to help you navigate the complex process of managing wealth. Our multi-disciplinary wealth management professionals take a proactive approach to helping high net-worth individuals and families achieve their wealth goals. Services include wealth planning, investment management, banking, tax planning, trust and estate services, and philanthropy.