BMO PRIVATE INVESTMENT COUNSEL INC.

Overview

BMO Private Investment Counsel Inc. operates as a capital allocator and multi-service investment adviser focused on high-net-worth individuals, families and institutional clients. The firm combines discretionary portfolio management with financial planning and the selection of other advisers, and it also conducts commodity and derivatives-related activities through its CPO/CTA designation. BMO Private Investment Counsel runs both fee‑based and fixed‑fee programs, and it reports being an active ESG investor, integrating environmental, social and governance considerations into manager selection and portfolio construction. Structurally the firm is organized as a corporation with a mix of foreign-entity and individual ownership ties and is classified alongside insurance broker‑dealer activities. Its regulatory affiliations span broker‑dealer functions, security‑based swap activity, futures and clearing roles, banking and trust relationships, insurance, and real‑estate sponsorship — a footprint that supports multi‑product execution across traditional and alternative markets.

Assets & Accounts

Investments & Alternatives

Location & Offices