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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