BMO Financial Group Overview

  • Service
  • Commercial Bank
  • Founded
  • 1817
Founded
  • Professionals
  • 21,741
Professionals
  • Financed Companies
  • 348
  • Financings
  • 330
  • Serviced Investors
  • 17

BMO Financial Group General Information

Description

BMO Financial Group is a commercial banking institution established in 1817 and based in Toronto, Ontario. BMO provides a range of retail banking, wealth management and investment banking products and services through three operating groups namely personal and commercial banking, wealth management and BMO Capital Markets. The group serves Canadian clients through BMO Bank of Montreal and serves United States clients through BMO Harris Bank. Additionally, the bank also provides its services in the United Kingdom, Europe, Australia, Asia, and South America.

Contact Information

Year Founded
1817
Service Provider Type
Commercial Bank
Primary Office
  • 100 King Street West
  • 1 First Canadian Place, 21st Floor
  • Toronto, Ontario M5X 1A1
  • Canada
+1 (416) 000-0000

BMO Financial Group Financings

Company Name Financing Date Debt/Deal Date Debt/Deal Amount
Wytech Nov 2020 00000 0000000
0000 00 0000 Oct 2020 00000 0000000
0000 00 0000 Oct 2020 00000 0000000
0000 00 0000 Oct 2020 00000 0000000
000000 0000000 000 Oct 2020 00000 0000000
0000000000 Oct 2020 00000 0000000
000000 00000 00000 Sep 2020 00000 0000000
000000 00000 00000 Sep 2020 00000 0000000
Orion Advisor Solutions Sep 2020 00000 0000000
Orion Advisor Solutions Sep 2020 00000 0000000
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BMO Financial Group Co-Lenders (239)

Lender Lender Type Lender Location Total Shared Financings Last Shared Financing
Abacus Finance Group Lender New York, NY 1
000 0000 000.00 Commercial Bank Amsterdam, Netherlands 0 00000
00000 000000 00000 Lender Chicago, IL 0
000 000000000 Lender New York, NY 0
000000 00000 00000 Commercial Bank Dublin, Ireland 0 00000
0000 000000000 000 Lender New York, NY 0 0000
000000000 00000000 Lender Amsterdam, Netherlands 0
0000000 Lender Paris, France 0
American AgCredit Lender Santa Rosa, CA 1 00000
American Capital (ACAS) Business Development Company Washington, DC 1
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BMO Financial Group Investment Preferences

Preferred Industries Preferred Verticals Preferred Deal Types Geographic Preferences Transaction Amount

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BMO Financial Group Team (154)

Name Title Related Financings Office Contact
Info
Christopher Begy Chief Executive Officer & Executive Calgary, Canada
Albert Yu Chief Executive Officer, Asia Toronto, Canada
Darryl White Chief Executive Officer & Board Member Toronto, Canada
Cameron Fowler Chief Strategy & Operations Officer Toronto, Canada
Nick Paldrmic President of BMO Wealth Management's CTC l myCFO Calgary, Canada
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BMO Financial Group Board Members (20)

Name Representing Role Since
Brian Tobin BMO Financial Group Vice Chairman 000 0000
Darryl White BMO Financial Group Chief Executive Officer & Board Member 000 0000
David Harquail Self Board Member 000 0000
David Jacobson JD BMO Financial Group Vice Chairman 000 0000
Eric La Fleche Self Board Member 000 0000
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BMO Financial Group Subsidiaries (6)

Company Name Industry Location Founded
Clearpool Brokerage New York, NY 2014
000000 000000 0000 Investment Bank New York, NY 0000
000 0000000 000000 Investment Bank Toronto, Canada 0000
000 000000 0000 Commercial Bank Chicago, IL 0000
00000000 & 000000 Commercial Bank Milwaukee, WI 0000
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