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BMO PRIVATE INVESTMENT COUNSEL INC.
TORONTO, ONTARIO
416 359-5001
SEC #801-74232Total AUM
$40.2B
Employees
130Clients
33,143Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
100 KING STREET WEST
1 FIRST CANADIAN PLACE 41ST FLOOR
TORONTO, ONTARIO
M5X 1A1
Canada
1 FIRST CANADIAN PLACE 41ST FLOOR
TORONTO, ONTARIO
M5X 1A1
Canada
Operating Hours
8:30AM TO 4:30PM
Monday - Friday
Monday - Friday
Phone
416 359-5001
Other Offices
32
Financials
Total AUM
$40.2B
Accounts
73,898Discretionary
$40.2B
Accounts
73,898Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
18,117AUM
$5.9B
HNW Individual Clients
8,176AUM
$17.4B
Charitable Organization Clients
39AUM
$228.6M
Government Entity Clients
3AUM
$108.3M
Insurance Company Clients
14AUM
$111.4M
Corporation or Business Clients
4,839AUM
$12.4B
Other Clients
1,955AUM
$4B
Description of Other Clients
OTHER, PRIVATE FOUNDATIONS, NON-PROFIT ORGANIZATION
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation FindingSEC/CFTC Violation FindingSRO Rule Violation
State Registrations
AZCAFLILMDMINCNJNVNYORTXWA
Affiliates
Affiliates
Reported 17 business affiliates.
Claimed Affiliates
Reported as an affiliate by 5 other businesses.