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BMO Private Investment Counsel Inc.

BMO Private Investment Counsel Inc.. CRD 160344

B

CRD: 160344

BMO Private Investment Counsel Inc.

Toronto, Ontario, M5X 1
4163595001
www.bmo.com/en-ca/main/privatewealth
$40.2B Total AUM
$40.2B Disc. AUM
4.2% 3Y CAGR
130 Employees
33,143 ADV. Clients
14 yrs Firm Age

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Firm Details

Custodian
BMO Harris
Clients
Retail and Institutional
Platforms
North emberPeak zenith
Established Date
03-19-2012
Office Locations
1

Office Locations

100 King Street West 1 First Canadian Place 41st Floor Toronto, Ontario --

About BMO Private Investment Counsel Inc.

BMO Private Wealth (BMO Private Investment Counsel, BMO Nesbitt Burns, BMO Bank of Montreal and BMO Trust) delivers integrated wealth management for private clients, pairing investment counsel and portfolio management (including ETF use) with financial planning, tax, philanthropic, and trust & estate support. A dedicated professional coordinates access to global specialists; recognized as Canada’s Best Private Bank (World Finance, 2023).

Team overview

-- AVG AGE
$309.1M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
3 yrs AVG TENURE
130 Employees
130 Advisory Reps
0 RIA Reps
14yrs Firm Age

Insights

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Asset Classes

Element zenith Wave Prime Glacier Meridian Optima horizon Capital prime Insight Foundation horizon

Client Personas

Pathway Peak signal Capital fusion Crest fusion

CRM

Crest

Custodian

Focus wave Meridian North Catalyst north North Unison vector Alpha matrix Ridge quantum Element Value Ember pathway Horizon summit Vertex Element Summit Crest focus

Investment Themes

Wave ridge Radial Legacy momentum Ridge Delta Wave Capital Crest harbor Radial fusion

Investment Vehicles

Meridian Harbor Oak meridian

Services

Value optima Pathway Optima Vital vector Ember Zenith focus Bridge Vector capital Peak Zenith peak Signal capital Meridian north

Technology

Frontier quantum Capital

Owner & Executives

N

Nicole Dale Borland

Chief Compliance Officer

CRD
--
Ownership
Less than 5%
(826) 871-4929
legacy.bridge@pioneercapital.com
in linkedin.com/in/bridge-meridian
B

BRUCE AARON FERMAN

Chairman Of The Board, DIRECTOR

CRD
--
Ownership
Less than 5%
(639) 830-4021
vertex.beacon@vectorcapital.com
in linkedin.com/in/harbor-radial
B

Beacon insight

Zenith summit

CRD
#58287
Ownership
29.8%
(732) 320-2927
value.optima@unisoncapital.com
in linkedin.com/in/vector-legacy

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
10-19-2022
10-30-2023
09-13-2024
11-12-2025
03-23-2026
Category Assets AVG. Account size
Discretionary $40,180,083,812 $543,724
Non-Discretionary $0 --
Total $40,180,083,812 $543,724

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Separately Managed Accounts

Total SMA Asset: $40,180,083,812

$40.2B Total SMA
Other:
24.5%
Equity - Exchange:
9.1%
Cash:
14.5%
Corporate - Investment Grade:
6.0%
Municipal Bonds:
10.3%
Sovereign Bonds:
27.0%
U.S. Government/Agency:
8.6%
Asset class Assets Assets %
Other $1,122,119,232 24.5%
Equity - Exchange $416,787,143 9.1%
Cash $664,111,382 14.5%
Corporate - Investment Grade $274,804,710 6.0%
Municipal Bonds $471,748,085 10.3%
Sovereign Bonds $1,236,621,195 27.0%
U.S. Government/Agency $393,886,752 8.6%
Total $4,580,078,499 100.0%

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