Platinum Banking | BMO Harris Private Banking

By: Bmo Harris Private Banking  09-12-2011
Keywords: Banking Services, wealth management, Private Banking

Personal service, customized banking

If you value exceptional personal service from a private banker – whether your banking and financial needs are straightforward or complex – then Platinum Banking could be right for you.

What is Platinum Banking?

Platinum Banking is designed to give you control over your finances. Your private banker and a dedicated client support team will partner with you to choose and manage your banking services and wealth management solutions:

  • bank accounts and cash management services
  • term investments and mutual funds
  • lines of credit, mortgages and other personal financing
  • business financing for professionals
  • customized lending including
    • financing through personal holding companies
    • high-end investment and complex personal lending
    • leveraged life insurance financing
    • loans in Canadian or U.S. dollars
  • U.S. banking connections in various states through Harris Private Bank

What are the benefits of Platinum Banking?

  • dedicated relationship management through a private banker
  • unified management of personal, practice and personal holding company accounts
  • services to facilitate investment account cash flow
  • expertise in leveraging the value of existing assets
  • banking integrated with your other financial solutions and services
  • Gold Star privileges with ®

Who uses Platinum Banking?

  • successful entrepreneurs and business owners
  • medical and legal professionals
  • corporate executives
  • private investors
  • individuals with inherited wealth
  • individuals with retirement wealth

How do we work with you?

Platinum Banking is based on the relationship you establish with your private banker, who acts as your personal financial advisor. Doing what’s best for our clients means integrating products and services to simplify your banking and manage your wealth. Your private banker assembles and co-ordinates your own customized team of BMO Harris Private Banking specialists in many areas, including investment management, estate and trusts, philanthropy, succession planning and concierge services. As well, other specialists from throughout BMO Financial Group can be called into play when needed.

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Keywords: Banking Services, Private Banking, wealth management

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Other products and services from Bmo Harris Private Banking


Concierge Services | BMO Harris Private Banking

Collection of your tax information; coordination with an independent accounting firm to prepare and file your tax return. Personal banking services for your everyday banking and credit needs. As an enCircle client, you will benefit from.


Investment Management | BMO Harris Private Banking

Our in-house investment experts and renowned external advisors who oversee the management of these strategies each apply their own disciplined approach to managing the assets for which they are responsible. We then apply our expertise to determine the most appropriate asset mix for your portfolio, which is one of the main ways investment management provides you with long-term value and manages your risk.


Wealth Planning | BMO Harris Private Banking

Business Transition, which is also called succession or exit planning, involves deciding how the management and ownership of the family business should be passed down from generation to generation. Planning for the future of your family or your business is part of the integrated approach to wealth planning offered by BMO Harris Private Banking.


Estate and Trust Services| BMO Harris Private Banking

In addition to providing ongoing reporting and communication to the beneficiaries, your estate and trust professional will manage the complexities of the fiduciary role, ensuring that the instructions in the legal documents are adhered to in keeping with legislative requirements. Generations of Canadians have relied on BMO Harris Private Banking, through BMO Trust Company, to guide their families in the preservation and transfer of their assets.