Registry of Lobbyists

Registration - In-house Corporation

BMO Financial Group / BMO Groupe financier / Tony Comper, President and Chief Executive Officer

Registration Information

In-house Corporation name: BMO Financial Group / BMO Groupe financier
Responsible Officer Name: Tony Comper, President and Chief Executive Officer 
Initial registration start date: 2005-08-19
Registration status: Inactive
Registration Number: 778127-4835

Version 1 of 4 (2005-08-19 to 2006-02-06)

Version 1 of 4 (2005-08-19 to 2006-02-06) was submitted prior to the Lobbying Act coming into force on July 2, 2008. Due to different information requirements at that time, the registration is presented in the following format.

A. Information about Responsible Officer and Corporation

Corporation: BMO Financial Group / BMO Groupe financier
68th Floor, 100 King Street West
Toronto, ON  M5X 1A1
Canada
Telephone number: 416-867-4770
Responsible officer name and position during the period of this registration: Tony Comper, President and Chief Executive Officer  
Description of activities: 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, and BMO Nesbitt Burns, one of Canada's leading full-service investment and wealth management firms.
 
Parent: The corporation is not a subsidiary of any other parent corporations.
Coalition The corporation is not a member of a coalition.
Subsidiary: 4197569 CANADA INC.
100 King Street West, 21st Floor, First Canadian Place
Toronto, ON
Canada M5X 1A1

BANK OF MONTREAL ASSESSORIA E SERVICOS LTDA.
Av. Rio Branco, 143-18 Andar
Rio de Janeiro RJ20040-0
Brazil

BANK OF MONTREAL CAPITAL MARKETS (HOLDINGS) LIMITED
11 Walbrook
London EC4N8ED
United Kingdom

BANK OF MONTREAL FINANCE LTD.
100 King Street West, 21st Floor, First Canadian Place
Toronto, ON
Canada M5X 1A1

BANK OF MONTREAL GLOBAL CAPITAL SOLUTIONS LTD.
333 - 7th Avenue S.W., Suite 2200
Calgary, AB
Canada T2P 2Z1

BANK OF MONTREAL HOLDING INC.
333 - 7th Avenue S.W., Suite 2200
Calgary, AB
Canada T2P 2Z1

BANK OF MONTREAL IRELAND PLC
19/20 Earlsfort Terrace, 4th Floor, Segrave House
Dublin 2
Ireland

BANK OF MONTREAL MORTGAGE CORPORATION
350-7th Avenue S.W.
Calgary, AB
Canada T2P 3N9

BMO (US) LENDING, LLC
111 West Monroe Street, 21E
Chicago, IL
United States of America 60603

BMO CAPITAL CORPORATION
100 King Street West, 11th Floor
Toronto, ON
Canada M5X 1A1

BMO INVESTMENTS INC.
Royal Trust Tower, Suite 4200, 77 King Street West
Toronto, ON
Canada M5K 1J5

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

BMO IRELAND FINANCE COMPANY
19/20 Earlsfort Terrace, 4th Floor, Segrave House
Dublin 2
Ireland

BMO LIFE INSURANCE COMPANY
55 Bloor Street West, 15th Floor
Toronto, ON
Canada M4W 3N5

BMO NESBITT BURNS EQUITY PARTNERS INC.
100 King Street West, 4th Floor, 1 First Canadian Place
Toronto, ON
Canada M5X 1H3

BMO TRUST COMPANY
302 Bay Street, 7th Floor
Toronto, ON
Canada M5X 1A1

HARRIS FINANCIAL CORP.
1209 Orange Street
Wilmington, DE
United States of America 00000

MYCHOICE INC.
100 King Street West, Suite 6600, 1 First Canadian Place
Toronto, ON
Canada M5X 1B8

Other direct interests The corporation's activities are not controlled or directed by another individual, organization or corporation with a direct interest in the outcome of this undertaking.
 
Was the corporation funded in whole or in part by any domestic or foreign government institution in the last completed financial year? No
 

B. Lobbyists Employed by the Corporation

Name: Tony Comper
Position title: President and Chief Executive Officer
Public offices held: No
 
Name: Paul Deegan
Position title: Head, Government & Public Relations
Public offices held: No
 
Name: William Downe
Position title: Chief Operating Officer
Public offices held: No
 
Name: Richard Egelton
Position title: Senior Vice-President and Chief Economist
Public offices held: Yes
 
Name: Edward Lumley, P.C.
Position title: Vice Chair, BMO Nesbitt Burns
Public offices held: Yes
 
Name: Karen Maidment
Position title: Chief Financial and Administrative Officer
Public offices held: No
 
Name: Rose Patten
Position title: Senior Executive Vice-President, Human Resources and Head, Office of Strategic Management
Public offices held: No
 
Name: Peter Scott
Position title: Manager, Government Relations/Issues Management
Public offices held: No
 

C. Lobbying Activity Information

Federal departments or organizations which have been or will be communicated with during the course of the undertaking: Aboriginal Affairs and Northern Development Canada, Agriculture and Agri-Food Canada (AAFC), Atlantic Canada Opportunities Agency (ACOA), Canadian Heritage (PCH), Canadian International Development Agency (CIDA), Citizenship and Immigration Canada, Environment Canada, Finance Canada (FIN), Fisheries and Oceans Canada (DFO), Foreign Affairs and International Trade Canada (DFAITC), Health Canada (HC), Human Resources Development Canada (HRDC), Industry Canada, Justice Canada (JC), Members of Parliament, National Defence (DND), Natural Resources Canada (NRCan), Prime Minister's Office (PMO), Privy Council Office (PCO), Public Works and Government Services Canada, Revenue Canada (RC), Senators, Solicitor General Canada (SGC), Veterans Affairs Canada (VAC), Western Economic Diversification Canada (WD)
Communication techniques that have been used or are expected to be used in the course of the undertaking:
Grass-roots communication, Informal communications, Meetings, Presentations, Telephone calls, Written communications, whether in hard copy or electronic format
 
Subject Matter: Areas of Concern: Aboriginal Affairs, Agriculture, Arts and Culture, Consumer Issues, Employment and Training, Financial Institutions, Industry, International Relations, International Trade, Small Business, Taxation and Finance
 
Subject Matter: Retrospective: CHANGES TO FINANCIAL SERVICES LEGISLATION, REGULATIONS AND POLICY; CONSUMER ISSUES; PAYMENTS SYSTEM ISSUES; COMPETITION ISSUES; MONEY LAUNDERING ISSUES; AND ANTI-TERRORISM ISSUES.
Subject Matter: Prospective: CHANGES TO FINANCIAL SERVICES LEGISLATION, REGULATIONS AND POLICY; CONSUMER ISSUES.PAYMENTS SYSTEM ISSUES; COMPETITION ISSUES; MONEY LAUNDERING ISSUES; AND ANTI-TERRORISM ISSUES.
 

Details Regarding the Identified Subject Matter

Categories Description
Policy or Program The 2006 review of the financial services sector. Policy with respect to large bank mergers.




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