Investing your assets

From life changes to market changes, different seasons lead to different needs. Your investment strategies should be flexible enough to adapt. We take the time to understand what makes the most sense for you now and we adjust your portfolio over time to help you stay on track toward your goals.

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Investment services

Investment Management

Investment research, asset allocation, portfolio management, advisory services and discretionary investing. For today and your future.

Insurance & Risk Management with BMO Investment Services

Protection from the expected and the unexpected. Safeguarding your wealth—from insurance policies to business succession planning.

Tax Planning Strategies

We collaborate with your tax advisors to help minimize your obligations by maximizing tax-advantaged strategies.

Wealth Planning

Smart thinking, smart planning—from portfolio management and banking needs to estate considerations and charitable giving.

Brokerage Services with BMO Investment Services

An unyielding commitment to helping you invest with confidence. A relentless dedication to helping you reach your goals.

Financial Planning with BMO Investment Services

An insightful, personalized approach to defining your financial vision and creating the right path to help you reach it.

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Insights for you

Trade War – ACT II

Following days of uncertainty and mixed messages, both from other Cabinet members and from the Pres…

BMO WEALTH MANAGEMENT U.S.

February Market Insights - The Great Trade War of 2025

In President Trump’s economic agenda, tariffs are a primary tool to bring manufacturing jobs to the…

BMO WEALTH MANAGEMENT U.S.

Carry derivatives: What are they, and how can they benefit you

Private equity (PE) professionals often require unique and innovative financial instruments to help…

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The people behind the insights

Brett Sanchez

Managing Director and Head of Private Credit

BMO Wealth Management

Brett Sanchez is a Managing Director and Head of Private Credit at BMO Wea…

Brett Sanchez is a Managing Director and Head of Private Credit at BMO Wealth Management Brett leads the PE Cre…

Brett Sanchez is a Managing Director and Head of Private Credit at BMO Wealth Management Brett leads the PE Credit team which focuses on providing liquidity solu…

Brad Herman, CFP®, AEP®, ChFC®

Regional Director, Wealth Planning

BMO Private Bank

Brad is a Regional Director of Wealth Planning, responsible for leading a …

Brad is a Regional Director of Wealth Planning, responsible for leading a team of Wealth Planning professionals while provid…

Brad is a Regional Director of Wealth Planning, responsible for leading a team of Wealth Planning professionals while providing leadership and strategic direction to the weal…

Jon Finney

Director, Traditional Research

BMO Family Office

Jon Finney is the Director of Traditional Research at BMO Family Office. …

Jon Finney is the Director of Traditional Research at BMO Family Office. Jon joined the firm in 2008 and has more than …

Jon Finney is the Director of Traditional Research at BMO Family Office. Jon joined the firm in 2008 and has more than 15 years of experience in the financial services i…

Stephen White, Senior Directo…

BMO Private Bank

Stephen White serves as a Senior Business Owner Strategist with the BMO BO…

Stephen White serves as a Senior Business Owner Strategist with the BMO BOSS - Business Owner Strategies & Solutions tea…

Stephen White serves as a Senior Business Owner Strategist with the BMO BOSS - Business Owner Strategies & Solutions team, a specialized group of professionals that provi…

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