Lobbying Information
Subject Matters
- Aboriginal Affairs
- Agriculture
- Arts and Culture
- Budget
- Constitutional Issues
- Consumer Issues
- Economic Development
- Employment and Training
- Financial Institutions
- Housing
- Industry
- Infrastructure
- International Trade
- Justice and Law Enforcement
- Pensions
- Privacy and Access to Information
- Small Business
- Taxation and Finance
Subject Matter Details
Legislative Proposal, Bill or Resolution
- Bank Act with respect to access to credit, in the context of the provision of credit products by financial instutions to their customers
- Income Tax Act with respect to corporate income tax, capital tax, international taxation, personal taxation, and registered saving products.
- Personal Information Protection and Electronic Document Act (PIPEDA) with respect to the banking industry’s collection, use and protection of personal information
Legislative Proposal, Bill or Resolution, Policies or Program
- The Bank Act and the National Housing Act as they relate to potential measures affecting household debt.
Policies or Program
- Federal government position with regard to ongoing discussions on international financial regulation reform, as it pertains to Canadian banks
- Financial services policy with respect to study of retirement income security
- Office of Superintendent of Financial Institutions Guidelines regarding accounting rules governing financial institutions
- Promotion of financial services available to finance Canadian infrastructure development; sharing of international best practices with respect to infrastructure policy, particularly in terms of options for project financing arrangements
Communication Techniques
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Written communication
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Oral communication
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Grass-roots communication
Government Institutions
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Agriculture and Agri-Food Canada (AAFC)
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Bank of Canada
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Canada Deposit Insurance Corporation (CDIC)
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Canada Mortgage and Housing Corporation (CMHC)
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Canada Revenue Agency (CRA)
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Canadian Heritage (PCH)
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Competition Tribunal (CT)
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Finance Canada (FIN)
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Financial Consumer Agency of Canada (FCAC)
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Financial Transactions and Reports Analysis Centre of Canada (FINTRAC)
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Global Affairs Canada (GAC)
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House of Commons
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Infrastructure Canada (INFC)
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Innovation, Science and Economic Development Canada (ISED)
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Office of the Privacy Commissioner of Canada (OPC)
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Office of the Superintendent of Financial Institutions Canada (OSFI)
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Prime Minister's Office (PMO)
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Privy Council Office (PCO)
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Public Safety Canada (PS)
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Public Services and Procurement Canada (PSPC)
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Senate of Canada
Government institutions added through a monthly communication report
- Employment and Social Development Canada (ESDC)
In-house Corporation Details
Description of activities
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.
Responsible officer name and position during the period of this registration
William Downe,
Chief Executive Officer
Government funding
No government funding was received during the last completed financial year.
In-house Corporation Contact Information
Address:
24th Floor, One First Canadian Place
Toronto, ON M5X 1A1
Canada
Telephone number:
416-867-4711
Parent Company Information
BMO Financial Group / BMO Groupe financier is not a subsidiary of any other parent companies.
Subsidiary Beneficiary Information
- BMO ASSET MANAGEMENT INC.
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100 King St. West, 43rd Floor
Toronto, ON M5X 1A1
Canada
- BMO CAPITAL MARKETS REAL ESTATE INC.
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100 King St. West, 21st Floor
Toronto, ON M5X 1A1
Canada
- BMO GLOBAL TAX ADVANTAGE FUNDS INC.
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100 King St. West, 43rd Floor
Toronto, ON M5X 1A1
Canada
- BMO INVESTMENTS INC.
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100 King St. West, 43rd Floor
Toronto, ON M5X 1A1
Canada
- BMO INVESTORLINE INC.
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100 King Street West, 20th Floor, First Canadian Place
Toronto, ON M5X 1A1
Canada
- BMO LIFE ASSURANCE COMPANY
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60 Yonge St.
Toronto, ON M5E 1H5
Canada
- BMO LIFE INSURANCE COMPANY
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60 Yonge St
Toronto, ON M5E 1H5
Canada
- BMO MORTGAGE CORPORATION
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294 Bernard Ave.
Kelowna, BC V1Y 6N4
Canada
- BMO NESBITT BURNS FINANCIAL SERVICES INC.
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100 King St. West, 21st Floor
Toronto, ON M5X 1A1
Canada
- BMO NESBITT BURNS HOLDINGS CORPORATION
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100 King St. West, 21st Floor
Toronto, ON M5X 1A1
Canada
- BMO NESBITT BURNS INC.
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100 King St. West, 21st Floor
Toronto, ON M5X 1A1
Canada
- BMO NESBITT BURNS SECURITIES LTD.
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100 King St. West, 21st Floor
Toronto, ON M5X 1A1
Canada
- BMO PRIVATE INVESTMENT COUNSEL INC.
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100 King St. West, 41st Floor
Toronto, ON M5X 1A1
Canada
- BMO SERVICE INC.
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100 King St. West, 21st Floor
Toronto, ON M5X 1A1
Canada
- BMO TRUST COMPANY
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100 King St. West, 21st Floor
Toronto, ON M5X 1A1
Canada
- MONEGY, INC
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100 King St. West, 21st Floor
Toronto, ON M5X 1A1
Canada
Lobbyists Details
Senior Officers whose lobbying activities represent less than 20% of their Duties
- Jean-Michel Arès,
Chief Technology & Operations Officer |
No public offices held
- Chris Begy,
U.S. Country Head & Chief Executive Officer, BMO Financial Corp. |
No public offices held
- Patrick Cronin,
CEO and Group Head, BMO Capital Markets |
No public offices held
- William Downe,
Chief Executive Officer |
No public offices held
- Simon Fish,
General Counsel |
No public offices held
- Thomas Flynn,
Chief Financial Officer |
No public offices held
- David Jacobson,
Vice-Chair |
No public offices held
- Kevin Lynch,
Vice-Chair |
Designated public offices held
- Carol Neal,
Chief Auditor |
No public offices held
- Rose Patten,
Special Advisor to the CEO |
No public offices held
- Surjit Rajpal,
Chief Risk Officer |
No public offices held
- Catherine Roche,
Head, Marketing & Strategy |
No public offices held
- Richard D. Rudderham,
Chief Human Resources Officer |
No public offices held
- Frank Techar,
Vice-Chair |
No public offices held
- Darryl White,
Chief Operating Officer |
No public offices held
Senior Officers and Employees whose lobbying activities represent 20% or more of their Duties
- Paul Lehmann,
Director, Government Relations |
No public offices held
- Peter Scott,
Manager, Editorial Services |
No public offices held
