12-Month Lobbying Summary - In-house Corporation

BMO Financial Group / BMO Groupe financier - Address & business activities

Address:

24th Floor, One First Canadian Place
Toronto, ON  M5X 1A1
Canada

Telephone number: 416-867-4711

Fax number: 416-867-5460  

• Contact information in previous versions

  • 24th Floor, One First Canadian Place
    Toronto, ON  M5X 1A1
    Canada
    
    Telephone number: 416-867-4711
    
    
  • 24th Floor, One First Canadian Place
    Toronto, ON  M5X 1A1
    Canada
    
    Telephone number: 416-867-4711
    
    
  • 68th Floor, One First Canadian Place
    Toronto, ON  M5X 1A1
    Canada
    
    Telephone number: 416-867-4711
    
    
  • 68th Floor, One First Canadian Place
    Toronto, ON  M5X 1A1
    Canada
    
    Telephone number: 416-867-4770
    
    

Description of activities:
Serving customers for 200 years and counting, BMO is a highly diversified financial services provider - the 8th largest bank, by assets, in North America. With total assets of $971 billion as of July 31, 2021, and a team of diverse and highly engaged employees, BMO provides a broad range of personal and commercial banking, wealth management and investment banking products and services to more than 12 million customers and conducts business through three operating groups: Personal and Commercial Banking, BMO Wealth Management and BMO Capital Markets.

• Descriptions of the corporation's activity in previous versions:

  • Serving customers for 200 years and counting, BMO is a highly diversified financial services provider – the 8th largest bank, by assets, in North America. With total assets of $807 billion as of January 31, 2019, and a team of diverse and highly engaged employees, BMO provides a broad range of personal and commercial banking, wealth management and investment banking products and services to more than 12 million customers and conducts business through three operating groups: Personal and Commercial Banking, BMO Wealth Management and BMO Capital Markets. We serve Canadian clients through BMO Bank of Montreal®, our personal and commercial banking business, BMO Nesbitt Burns®*, one of Canada's leading wealth management firms, and BMO Capital MarketsTM, our North American investment and corporate banking division. In the United States, clients are served through BMO Harris Bank, a major U.S. Midwest personal and commercial bank, and BMO Private Bank, with wealth management offices across the United States, as well as BMO Capital MarketsTM, our North American investment and corporate banking division.
  • Serving customers for 200 years and counting, BMO is a highly diversified financial services provider – the 8th largest bank, by assets, in North America. With total assets of $765 billion as of July 31, 2018, and a team of diverse and highly engaged employees, BMO provides a broad range of personal and commercial banking, wealth management and investment banking products and services to more than 12 million customers and conducts business through three operating groups: Personal and Commercial Banking, BMO Wealth Management and BMO Capital Markets. We serve Canadian clients through BMO Bank of Montreal®, our personal and commercial banking business, BMO Nesbitt Burns®*, one of Canada's leading wealth management firms, and BMO Capital MarketsTM, our North American investment and corporate banking division. In the United States, clients are served through BMO Harris Bank, a major U.S. Midwest personal and commercial bank, and BMO Private Bank, with wealth management offices across the United States, as well as BMO Capital MarketsTM, our North American investment and corporate banking division.
  • Established in 1817, BMO Financial Group is a highly diversified financial services provider based in North America. With total assets of $709 billion and more than 45,000 employees, BMO provides a broad range of retail banking, wealth management and investment banking products and services to more than 12 million customers. We serve more than seven million customers across Canada through our Canadian retail arm, BMO Bank of Montreal. We also serve customers through our wealth management businesses: BMO Nesbitt Burns, BMO InvestorLine, BMO Private Banking, BMO Global Asset Management and BMO Insurance. BMO Capital Markets, our investment and corporate banking and trading products division, provides a full suite of financial products and services to North American and international clients. In the United States, BMO serves customers through BMO Harris Bank, based in the U.S. Midwest with more than two million retail, small business and commercial customers. BMO Financial Group conducts business through three operating groups: Personal and Commercial Banking, Wealth Management and BMO Capital Markets.
  • Established in 1817, BMO Financial Group is a highly diversified financial services provider based in North America. With total assets of $688 billion and more than 45,000 employees, BMO provides a broad range of retail banking, wealth management and investment banking products and services to more than 12 million customers. We serve more than seven million customers across Canada through our Canadian retail arm, BMO Bank of Montreal. We also serve customers through our wealth management businesses: BMO Nesbitt Burns, BMO InvestorLine, BMO Private Banking, BMO Global Asset Management and BMO Insurance. BMO Capital Markets, our investment and corporate banking and trading products division, provides a full suite of financial products and services to North American and international clients. In the United States, BMO serves customers through BMO Harris Bank, based in the U.S. Midwest with more than two million retail, small business and commercial customers. BMO Financial Group conducts business through three operating groups: Personal and Commercial Banking, Wealth Management and BMO Capital Markets.
  • Established in 1817, BMO Financial Group is a highly diversified financial services provider based in North America. With total assets of $589 billion and more than 46,000 employees, BMO provides a broad range of retail banking, wealth management and investment banking products and services to more than 12 million customers. We serve more than seven million customers across Canada through our Canadian retail arm, BMO Bank of Montreal. We also serve customers through our wealth management businesses: BMO Nesbitt Burns, BMO InvestorLine, BMO Private Banking, BMO Global Asset Management and BMO Insurance. BMO Capital Markets, our investment and corporate banking and trading products division, provides a full suite of financial products and services to North American and international clients. In the United States, BMO serves customers through BMO Harris Bank, based in the U.S. Midwest with more than two million retail, small business and commercial customers. BMO Financial Group conducts business through three operating groups: Personal and Commercial Banking, Wealth Management and BMO Capital Markets.
  • Established in 1817 as Bank of Montreal, BMO Financial Group (TSX, NYSE: BMO) is a highly diversified financial services organization. With total assets of $537 billion as of October 31, 2013, and more than 45,500 employees, BMO provides a broad range of retail banking, wealth management and investment banking products and solutions. We serve Canadian clients through BMO Bank of Montreal®, our personal and commercial banking business, BMO Nesbitt Burns®*, one of Canada's leading wealth management firms, and BMO Capital MarketsTM, our North American investment and corporate banking division. In the United States, clients are served through BMO Harris Bank, a major U.S. Midwest personal and commercial bank, and BMO Private Bank, with wealth management offices across the United States, as well as BMO Capital MarketsTM, our North American investment and corporate banking division. On July 5, 2011, BMO announced that it had completed the acquisition of Milwaukee-based Marshall & Ilsley Corporation (M&I). M&I merged with Harris Bank to form BMO Harris Bank N.A., part of BMO Financial Group. This integration was completed on October 8, 2012, and all branches now operate under the name BMO Harris Bank. We help our customers make money make sense by delivering the broadest range of financial services through a single point of contact. Our financial service professionals provide access to any services our customers require across the entire enterprise.
  • Established in 1817 as Bank of Montreal, BMO Financial Group (TSX, NYSE: BMO) is a highly diversified financial services organization. With total assets of $542 billion as of January 31, 2013, and more than 46,000 employees, BMO provides a broad range of retail banking, wealth management and investment banking products and solutions. We serve Canadian clients through BMO Bank of Montreal®, our personal and commercial banking business, BMO Nesbitt Burns®*, one of Canada’s leading wealth management firms, and BMO Capital MarketsTM, our North American investment and corporate banking division. In the United States, clients are served through BMO Harris Bank, a major U.S. Midwest personal and commercial bank, and BMO Private Bank, with wealth management offices across the United States, as well as BMO Capital MarketsTM, our North American investment and corporate banking division. On July 5, 2011, BMO announced that it had completed the acquisition of Milwaukee-based Marshall & Ilsley Corporation (M&I). M&I merged with Harris Bank to form BMO Harris Bank N.A., part of BMO Financial Group. This integration was completed on October 8, 2012, and all branches now operate under the name BMO Harris Bank. We help our customers make money make sense by delivering the broadest range of financial services through a single point of contact. Our financial service professionals provide access to any services our customers require across the entire enterprise.
  • Established in 1817 as Bank of Montreal, BMO Financial Group (TSX, NYSE: BMO) is a highly diversified financial services organization. With total assets of $538 billion as of January 31, 2012, and more than 47,000 employees, BMO provides a broad range of retail banking, wealth management and investment banking products and solutions. We serve Canadian clients through BMO Bank of Montreal®, our personal and commercial banking business, BMO Nesbitt Burns®*, one of Canada’s leading wealth management firms, and BMO Capital MarketsTM, our North American investment and corporate banking division. In the United States, clients are served through BMO Harris Bank, a major U.S. Midwest personal and commercial bank, and Harris Private Bank, with wealth management offices across the United States, as well as BMO Capital MarketsTM, our North American investment and corporate banking division. On July 5, 2011, BMO announced that it has completed the acquisition of Milwaukee-based Marshall & Ilsley Corporation (M&I). M&I Bank is combining with Harris Bank to form BMO Harris Bank N.A., part of BMO Financial Group. Customers will begin to see the new BMO Harris Bank name as the systems integration is completed over the next eighteen months. Until the integration is completed, BMO Harris Bank N.A. will operate former M&I bank branches under the M&I name. We help our customers make money make sense by delivering the broadest range of financial services through a single point of contact. Our financial service professionals provide access to any services our customers require across the entire enterprise.
  • Established in 1817 as Bank of Montreal, BMO Financial Group (TSX, NYSE: BMO) is a highly diversified financial services organization. With total assets of $413 billion as of April 30, 2011, and more than 45,000 employees as of July 6, 2011, BMO provides a broad range of retail banking, wealth management and investment banking products and solutions. We serve Canadian clients through BMO Bank of Montreal®, our personal and commercial banking business, BMO Nesbitt Burns®*, one of Canada’s leading wealth management firms, and BMO Capital MarketsTM, our North American investment and corporate banking division. In the United States, clients are served through BMO Harris Bank, a major U.S. Midwest personal and commercial bank, and Harris Private Bank, with wealth management offices across the United States, as well as BMO Capital MarketsTM, our North American investment and corporate banking division. On July 5, 2011, BMO announced that it has completed the acquisition of Milwaukee-based Marshall & Ilsley Corporation (M&I). M&I Bank is combining with Harris Bank to form BMO Harris Bank N.A., part of BMO Financial Group. Customers will begin to see the new BMO Harris Bank name as the systems integration is completed over the next eighteen months. Until the integration is completed, BMO Harris Bank N.A. will operate former M&I bank branches under the M&I name. We help our customers make money make sense by delivering the broadest range of financial services through a single point of contact. Our financial service professionals provide access to any services our customers require across the entire enterprise.
  • Established in 1817 as Bank of Montreal, BMO Financial Group (TSX, NYSE: BMO) is a highly diversified financial services organization. BMO provides a broad range of retail banking, wealth management and investment banking products and solutions.We serve Canadian clients through BMO Bank of Montreal®, our personal and commercial banking business, BMO Nesbitt Burns®*, one of Canada's leading wealth management firms, and BMO Capital MarketsTM, our 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 MarketsTM, our North American investment and corporate banking division.We help our customers manage their financial affairs by delivering the broadest range of financial services through a single point of contact. Our financial service professionals provide access to any services our customers require across the entire enterprise.

BMO Financial Group/BMO Groupe financier / Darryl White, Chief Executive Officer

Communication techniques that have been used or are expected to be used in the course of the undertaking:

• Grass-roots communication
• Written communication
• Oral communication

BMO NESBITT BURNS HOLDINGS CORPORATION

100 King St. West, 21st Floor
Toronto, ON  M5X 1A1
Canada

BMO NESBITT BURNS FINANCIAL SERVICES INC.

100 King St. West, 21st Floor
Toronto, ON  M5X 1A1
Canada

BMO MORTGAGE CORPORATION

294 Bernard Ave.
Kelowna, BC  V1Y 6N4
Canada

BMO LIFE INSURANCE COMPANY

60 Yonge St
Toronto, ON  M5E 1H5
Canada

BMO SERVICE INC.

100 King St. West, 21st Floor
Toronto, ON  M5X 1A1
Canada

BMO PRIVATE INVESTMENT COUNSEL INC.

100 King St. West, 41st Floor
Toronto, ON  M5X 1A1
Canada

BMO NESBITT BURNS SECURITIES LTD.

100 King St. West, 21st Floor
Toronto, ON  M5X 1A1
Canada

BMO NESBITT BURNS INC.

100 King St. West, 21st Floor
Toronto, ON  M5X 1A1
Canada

MONEGY, INC

100 King St. West, 21st Floor
Toronto, ON  M5X 1A1
Canada

BMO TRUST COMPANY

100 King St. West, 21st Floor
Toronto, ON  M5X 1A1
Canada

BMO CAPITAL MARKETS REAL ESTATE INC.

100 King St. West, 21st Floor
Toronto, ON  M5X 1A1
Canada

BMO ASSET MANAGEMENT INC.

100 King St. West, 43rd Floor
Toronto, ON  M5X 1A1
Canada

BMO LIFE ASSURANCE COMPANY

60 Yonge St.
Toronto, ON  M5E 1H5
Canada

BMO INVESTORLINE INC.

100 King Street West, 20th Floor, First Canadian Place
Toronto, ON  M5X 1A1
Canada

BMO INVESTMENTS INC.

100 King St. West, 43rd Floor
Toronto, ON  M5X 1A1
Canada

BMO GLOBAL TAX ADVANTAGE FUNDS INC.

100 King St. West, 43rd Floor
Toronto, ON  M5X 1A1
Canada

No government funding was received during the last completed financial year.