Lobbying Information
Subject Matters
- Aboriginal Affairs
- Agriculture
- Arts and Culture
- Budget
- Climate
- Constitutional Issues
- Consumer Issues
- Economic Development
- Employment and Training
- Financial Institutions
- Housing
- Industry
- Infrastructure
- International Trade
- Justice and Law Enforcement
- Mining
- National Security/Security
- 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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Communications Security Establishment Canada (CSEC)
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Competition Tribunal (CT)
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Crown-Indigenous Relations and Northern Affairs Canada (CIRNAC)
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Employment and Social Development Canada (ESDC)
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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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Indigenous Services Canada (ISC)
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Infrastructure Canada (INFC)
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Innovation, Science and Economic Development Canada (ISED)
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Natural Resources Canada (NRCan)
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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
- Canadian Human Rights Commission (CHRC)
In-house Corporation Details
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 $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.
Responsible officer name and position during the period of this registration
Darryl White,
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
Fax number:
416-867-5460
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.
-
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.
-
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
- Dan Barclay,
CEO and Group Head, BMO Capital Markets |
No public offices held
- David Casper,
President and Chief Executive Officer, BMO Harris Bank N.A. and Group Head, Commercial Banking |
No public offices held
- Patrick Cronin,
Chief Risk Officer |
No public offices held
- Cameron Fowler,
President, North American Personal & Business Banking |
No public offices held
- Sharon Haward-Laird,
General Counsel |
No public offices held
- David Jacobson,
Vice-Chair |
No public offices held
- Ernie Johannson,
Group Head, U.S. Personal and Business Banking |
No public offices held
- Gilles Ouellette,
Chairman of the Board, BMO Nesbitt Burns, Group Head, BMO Asset Management and Vice-Chair, Internati |
No public offices held
- Gail Palac,
Chief Auditor |
No public offices held
- Catherine Roche,
Head, Marketing & Strategy |
No public offices held
- Joanna Rotenberg,
Group Head, BMO Wealth Management |
No public offices held
- Richard D. Rudderham,
Chief Human Resources Officer |
No public offices held
- Luke Seabrook,
Group Head, Enterprise Initiatives, Infrastructure and Innovation |
No public offices held
- Steve Tennyson,
Chief Technology & Operations Officer |
No public offices held
- Brian Tobin,
Vice-Chair |
Public offices held
- Tayfun Tuzun,
Chief Financial Officer |
No public offices held
- Darryl White,
Chief Executive Officer |
No public offices held
Senior Officers and Employees whose lobbying activities represent 20% or more of their Duties
- Jean-Simon Farrah,
Director, Canadian Government Relations |
No public offices held
- Peter Scott,
Manager, Government Relations |
No public offices held
