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BMO Private Investment Counsel
Bmo Capital Markets began in 1988. The US-based wealth manager handles asset management, estate planning, and investment management. It provides advisory...
BMO Private Investment Counsel
Bmo Capital Markets began in 1988. The US-based wealth manager handles asset management, estate planning, and investment management. It provides advisory services to investment companies and institutional clients.
General information
Firm type
Bank / Wealth / Trust
Year founded
1988
Location
Region
North America
Country
Canada
City
Toronto, Ontario
Corporate office
Toronto, ON, Canada
Principals
Darryl White
Chief Executive Officer, BMO Financial Group
Deland Kamanga
Group Head, BMO Wealth Management
Sector focus
Frequently asked questions
Who runs investment decisions at BMO Private Investment Counsel?
Day-to-day portfolio construction is handled by dedicated discretionary portfolio managers within the Private Investment Counsel unit, who report up through BMO Wealth Management under Deland Kamanga. The investment committee and product-sourcing functions draw on BMO Global Asset Management's institutional platform for private-asset mandates. Individual client portfolios are manager-directed, meaning the advisor selects securities and allocations rather than executing client instructions on a trade-by-trade basis.
Where is the firm's geographic concentration?
The client base is predominantly Canadian, with a growing US presence following BMO's 2023 acquisition of Bank of the West's wealth-management operations. Investment exposure leans heavily toward Canadian and US public markets, Canadian private credit and real estate, and OECD infrastructure assets sourced through BMO's institutional platform.
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