Bank of Montreal Investor
Founded in 1817, Bank of Montreal is a highly diversified financial services organization. With total assets of $367 billion as of October 31, 2007 and almost 36,000 employees, BMO provides a broad range of retail banking, wealth management and investment banking products and solutions.
They serve Canadian clients through BMO Bank of Montreal, their personal and commercial banking business, BMO Nesbitt Burns, one of Canada's leading wealth management firms, and BMO Capital Markets, their North American investment and corporate banking division.
In the United States, clients are served through Harris, a major U.S. Midwest financial services organization with a network of community banks in the Chicago area and wealth management offices across the United States, as well as BMO Capital Markets™, their North American investment and corporate banking division.
They help their customers manage their financial affairs by delivering the broadest range of financial services through a single point of contact. Their financial service professionals provide access to any services their customers require across the entire enterprise.
Founder: Austin Cuvillier,George Garden,George Moffatt,Horatio Gates,James Leslie,John Bush,John Richardson,Robert Armour,Thomas Turner
Number of Investments: 125
AUM 2026: $1.25 Trillion (CAD)
Key Partner: Yvan J.P. Bourdeau, Head of Investment Banking (Capital Markets)
