Company intelligence
BMO Wealth Management - U.S.
About BMO Wealth Management - U.S.
At BMO Wealth Management, you and your family are at the center of our approach. We serve individuals and families of various wealth levels with a full suite of wealth management solutions including wealth planning, banking and borrowing, investment management, retirement planning, trust and estate services, charitable giving, risk management, tax planning strategies and ultra-high net worth services. We work with you to understand your full financial picture. Our team knows how to navigate the nuances and complexities of wealth management so that you can have the confidence that your goals are within reach. We're prepared to answer the questions you have and ask the ones you haven't, and take deliberate, thoughtful action to help get you where you want to go. Please visit https://uswealth.bmo.com/ for more information and important disclosures.
Verified activity
Signals from BMO Wealth Management - U.S.
9 published signals
Partnerships
BMO Wealth Management - U.S. announced that it is now the Official Bank of the Los Angeles Lakers, establishing a partnership that includes Lakers Training Camp and gameday experiences, community programs, and season-long fan engagement across Southern California.
Reported by Clark Pingree
Research & Knowledge
BMO Wealth Management - U.S. published Carol Schleif, CFA, FSA, Chief Market Strategist's Weekly Strategy Perspectives examining market forces and long-term bond yield implications.
Reported by BMO Wealth Management - U.S.
Presence & Recognition
BMO Wealth Management - U.S. was recognized on the Latino Leaders Index 500 by the Gonzmart family and other pillars of the Tampa business community.
Reported by Eduardo Tobon
People
BMO Wealth Management - U.S. announced that Wallace Harris, Jr., President, BMO Investment Services and Regional President, Illinois Wealth Management at BMO, is joining the company.
Reported by BMO Wealth Management - U.S.
People
BMO Wealth Management - U.S. is hiring for the Premier Services team to grow career and make a meaningful difference.
Reported by Oscar Longoria, MBA, CPWA®, CTFA
Presence & Recognition
BMO Wealth Management - U.S. employee Oscar Longoria, MBA, CPWA®, CTFA attended Bloomberg's The Asia Trade to discuss the potential effects of the U.S.-Canada dispute, shifts across fixed income markets, and the forces driving investor sentiment.
Reported by Oscar Longoria, MBA, CPWA®, CTFA
People
BMO Wealth Management - U.S. welcomed Corey Miller, MBA as a Wealth Advisor.
Reported by BMO Wealth Management - U.S.
Presence & Recognition
BMO Wealth Management - U.S. became the Official Bank of the Los Angeles Lakers
Reported by Oscar Longoria, MBA, CPWA®, CTFA
Presence & Recognition
BMO Wealth Management - U.S. became the Official Bank of the Los Angeles Lakers, bringing together two iconic brands and creating new opportunities to engage fans, clients, employees, and communities across Southern California.
Reported by Jonathan G.