Platinum Banking - Bank of Montreal

BMO Nesbitt Burns
Platinum Banking
Customized Cash Flow Solutions
Understanding your unique needs, circumstances and objectives is at the heart of your relationship with your BMO
Nesbitt Burns Investment Advisor. When working with you to develop and implement your personalized wealth
management plan, your Investment Advisor can draw upon the strength and resources of BMO Financial Group to offer
you the very best opportunities tailored to your needs.
Cash flow management is an important component of wealth
planning and involves the effective use of banking instruments
and borrowing strategies. Through BMO Private Banking and
your personal Private Banker, you have access to a full range of
Platinum Banking products and services that can provide you and
your family with customized and innovative banking and lending
Platinum Banking Benefits
• A dedicated Private Banker to oversee your banking and
lending needs.
• Unified management of personal, business and personal
holding company accounts.
• A comprehensive package of banking services.
Your Private Banker
• Sophisticated solutions for complex lending needs.
Platinum Banking is designed to simplify your most complex
• Expertise in leveraging the value of existing assets.
banking requirements and provides you with the best banking
services possible. A dedicated Private Banker with experience
in dealing with the needs of affluent Canadian families,
• Your Private Banker can arrange for U.S. dollar bill payments or
professionals and business owners will assist you by focusing
transfers to U.S. financial institutions and can help you set up
directly on your individual needs. He or she can advise you on
bank accounts in the U.S.
the banking and lending services that will help you reach your
financial objectives.
• Receive a preferred exchange rate when buying or selling U.S.
cash and on foreign currency money orders and drafts.
Private Banking services
Customized lending
Through your Private Banker you have access to a number
In addition to providing lending services for mortgages and
of services to help you meet your personal and professional
banking needs.
Canadian and U.S. banking solutions
Platinum Banking provides you with a comprehensive package of
banking products and services including:
• An unlimited number of Platinum Banking personal, business
and personal holding company bank accounts, with unlimited
transactions within each of these accounts.
lines of credit, Platinum Banking provides you with access to
specialized lending to optimize your cash flow and your wealth
management plan, including:
• Financing through personal holding companies.
• Personal financing linked to Commercial financing and
Commercial account management.
• Expertise to accommodate or refer requests for large specialty
loan products in Canadian or U.S. dollars.
BMO Nesbitt Burns
Platinum Banking
• Business financing for professionals and their companies
including commercial real estate financing.
• Specialty loan services:
−− Collateralization of investment management accounts;
−− Large investment loans; and
−− Leveraged Life Insurance Program.
services to high-net worth clients and families. This recognition
• Ranked “Best Private Bank in Canada” by Global Banking &
Finance Review for five consecutive years: 2011 – 2015.
• Winner of the World Finance Banking Award for “Best
Private Bank in Canada” from 2011 – 2014.
requirements, your Private Banker is always available to
Contact Your BMO Nesbitt Burns Investment
provide solutions based on your particular needs. He or she
Your BMO Nesbitt Burns Investment Advisor is dedicated to
will recommend the right strategies for your situation and is
providing you with superior wealth management solutions. With
dedicated to providing exceptional personal service. And, as a
their expertise and experience, combined with the products and
preferred BMO Nesbitt Burns client you receive a 50% reduction
solutions offered by BMO Financial Group, you can be confident
– or fee elimination depending on the value of assets held
that you will always be well informed and prepared to make
at BMO Nesbitt Burns – off the monthly fee charged for the
wise decisions about your financial future.
Platinum Banking service.
Contact your BMO Nesbitt Burns Investment Advisor for more
From your everyday banking needs to complex lending
A leader in Canada
information about Platinum Banking or to arrange a meeting
with a BMO Private Banking professional.
BMO Private Banking stands out as a leader in the Canadian
private banking community by providing integrated and quality
® “BMO (M-bar Roundel symbol)” and Private Banking are registered trade-marks of Bank of Montreal, used under license.
® “Nesbitt Burns” is registered trade-mark of BMO Nesbitt Burns Inc. BMO Nesbitt Burns Inc. is a wholly-owned subsidiary of Bank of Montreal.
BMO Wealth Management is the brand name for a business group consisting of Bank of Montreal and certain of its affiliates in providing wealth management products and
services. BMO Private Banking is part of BMO Wealth Management. Banking services are offered through Bank of Montreal.
If you are already a client of BMO Nesbitt Burns, please contact your Investment Advisor for more information.
Member-Canadian Investor Protection Fund. Member of the Investment Industry Regulatory Organization of Canada.
© 2015 BMO Nesbitt Burns WG-15-045 (03/15)