Bank of Montreal

Bank of Montreal

Bank of Montreal

Date Founded



129, rue Saint-Jacques,Montréal, QC H2Y 1L6

Type of Company


Employees (Worldwide)



Holding Companies
Consumer Finance
Accounting & Financial Services
Retail & Commercial Banking
Investment Banking & Brokerage

Company Description

Bank of Montreal engages in the provision of banking and financial services to individuals and institutions. It operates through the following segments: Canadian Personal and Commercial Banking (Canadian P&C); United States Personal and Commercial Banking (U.S. P&C); Wealth Management; BMO Capital Markets; and Corporate Services. The Canadian P&C segment refers to retail banking and financial operations in Canada. The U.S. P&C segment offers retail banking and financial solutions in United States. The Wealth Management segment serves a full range of client segments from mainstream to high net worth and institutional, with a broad offering of wealth management products and services, including insurance products. The BMO Capital Markets segment offers investment and corporate banking and trading products lines of business primarily in North America. The Corporate Services segments comprises of technology and operations involve in the strategic planning, risk management, finance, legal and regulatory compliance, marketing, communications, and human resources. The company was founded by Robert Armour, John C. Bush, Austin Cuvillier, George Garden, Horatio Gates, James Leslie, George Moffatt, John Richardson and Thomas A. Turner on June 23, 1817 and is headquartered in Montreal, Canada.

Contact Data
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Executives & Employees

Chief Executive Officer

Chief Financial Officer

Chief Executive Officer-Asia

Chief Risk Officer

Chief Digital Officer

President-North American Personal Banking

Head of North American Channels

Group Head, US Retail & Business Banking

Head-Foreign Exchange Products, BMO Capital Markets

Global Head, Investment & Corporate Banking, BMO Capital Markets

Board of Directors

Chairman at Torys LLP

President & Chief Executive Officer at BCE Inc.

President & Chief Executive Officer at Metro, Inc.

Chief Executive Officer at Franco-Nevada Corp.

Corporate Director at Bank of Montreal

Partner at Winston & Strawn LLP

Chief Executive Officer at Bank of Montreal

Former Chief Risk Officer at JPMorgan Chase & Co.

Former President & Chief Executive Officer at Gaz Métro LNG LP

Chief Financial Officer & Treasurer at MSCI, Inc.

Paths to Bank of Montreal
Potential Connections via
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Bank of Montreal
Owners & Shareholders
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RGAM is a global investment manager. Their investment teams in Asia, Europe and North America are active across capital markets and asset classes, deploying traditional and innovative strategies in mutual funds and pools, as well as segregated and separately managed portfolios. The firm manages Canadian, US and global equity, fixed-income and balanced portfolios. Their investment approach relies on a variety of fundamental and quantitative research and technical analysis. The firm invests across a variety of sectors including: telecommunications services, financial services, materials, energy and non-energy minerals, utilities, industrials, consumer, life science/healthcare, health technology, information technology, media and natural resources/mining. RGAM's fixed-income strategies focus on investments in government securities, investment grade bonds and high yield corporate bonds. In addition, they offer a debt strategy for emerging markets in Latin America, Eastern Europe, Asia and the Middle East, as well as investment strategies based on the use of futures, forwards and options.

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BMO seeks to achieve consistent, above average returns through a risk-controlled approach to asset management. The firm attempts to reduce risk through the use of different asset classes, diversification and intensive individual security analysis. Their equity investment approach focuses on investments in companies with the potential to create long-term wealth. Though not limited by sector, the firm tends to invest in the stocks of companies in the finance, energy minerals, non-energy minerals and industrial services sectors. BMO's fixed-income investment approach seeks capital preservation and returns commensurate with a given level of risk.

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CIBC AM uses a variety of tools in conducting methods of analysis and investment strategies for the various asset classes that they manage. These methods of analysis and strategies are generally designed for long term investing. The International Equity Portfolio Strategy aims to provide long-term returns through capital appreciation by investing primarily in a diversified portfolio of equity securities of foreign companies located in Europe, the Far East, and the Pacific Basin. Their investment process is focused on bottom-up security selection. CIBC AM seeks to invest in companies that are global or regional leaders in their respective industries and whose earnings growth rate is consistently greater than that of the global economy. They focus mainly on large capitalization companies in sectors exhibiting long-term, predictable, above-average volume growth. The Canadian Fixed Income Portfolio Strategy aims to generate income while attempting to preserve capital by investing primarily in bonds, debentures, and other debt instruments of Canadian governments and corporations. The strategy may invest in securities of foreign issuers where permitted. Fundamental macroeconomic research forms the basis for portfolio construction utilizing top down strategies such as duration, sector allocation, and yield curve positioning. Portfolio Managers rely on a dedicated in-house Credit Research team responsible for analyzing the credit of every corporate issuer that are invested in the money market and active bond portfolios. The Currency Management Strategy offers both passive and active currency management. The investment objective of passive currency management strategies is to hedge some or all of the foreign currency exposure back to a base currency.

Recent Transactions
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Ring Energy, Inc. purchases Wishbone Energy Partners LLC /North Central Basin Assets from Wishbone Energy Partners LLC

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Bank of Montreal, Livingbridge EP LLP purchase Fluidone Ltd. from Rigby Private Equity Ltd.

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Bank of Montreal, Livingbridge EP LLP purchase Habit Group Ltd.

Transaction Clients

Advised on Darling Ingredients, Inc. purchases Vion Ingredients BV from NCB Participaties BV, Noordbrabantse Christelijke Boerenbond, Rooms-Katholieke


Advised on Acadia Healthcare Co. Inc. purchases Carevehicle 1 Ltd. from NatWest Markest Plc (Investment Management), Cinven Group Ltd.


Advised on Hellman & Friedman LLC purchases Hub International Ltd. from Apax Partners Ltd.

Transaction Advisors

Advised onBank of Montreal purchases CSFBdirect, Inc. from Credit Suisse Group AG

Investment Advisor

Advised onBank of Montreal purchases Marshall & Ilsley Corp.


Advised onBank of Montreal purchases First National Bancorp, Inc. (Illinois)

Legal Advisor

Advised onDarling Ingredients, Inc. purchases Vion Ingredients BV from NCB Participaties BV, Noordbrabantse Christelijke Boerenbond, Rooms-Katholieke

Legal Advisor

Advised onBank of Montreal, BMO Financial Group, Inc. purchase BMO Asset Management (Holdings) Plc

Legal Advisor

Advised onDarling Ingredients, Inc. purchases Vion Ingredients BV from NCB Participaties BV, Noordbrabantse Christelijke Boerenbond, Rooms-Katholieke

Advisors & Consultants
Legal Advisor

Partner at Jones Day

Legal Advisor

Partner, New York at Cooley LLP

Legal Advisor

Partner, San Diego at Cooley LLP


WEX Inc. gives you precise financial and information management solutions to help your company strengthen its balance sheet and achieve unparalleled control and security. Since 1983, WEX has been a fleet card pioneer, steadily building a proprietary U.S. network that has earned site acceptance at over 90 percent of the nation's retail fuel locations and over 45,000 vehicle maintenance locations. This extensive network has earned the trust of commercial and government fleets, which use our charge cards for their over 4.5 million vehicles to purchase fuel and maintenance services. One foundation of WEX’s marketplace leadership is our proprietary software, which lets fleets control purchases in the field, and gives them comprehensive information and analysis tools to effectively manage their operations and reduce costs. WEX today provides category-leading fleet, corporate and prepaid payment solutions across a wide spectrum of business sectors around the globe. Our portfolio of business encompasses a MasterCard-branded corporate card; TelaPoint, a provider of supply chain software solutions for petroleum distributors and retailers; Pacific Pride, an independent fuel distributor franchisee network; and international subsidiaries. Through the efforts of more than 1,350 associates around the world, WEX will continue to provide its clients with unparalleled services and precise solutions to help them pursue ambitious goals and improve business efficiency

GreenSky, Inc. is a technology company. It powers commerce at the point of sale. Its platform facilitates merchant sales, while reducing the friction, and improving the economics, associated with a consumer making a purchase and a bank extending financing for that purchase. The company was founded by David Zalik in 2006 and is headquartered in Atlanta, GA.

F&C Commercial Property Trust Ltd. operates as a real estate investment trust. It invests in a diversified portfolio of UK commercial property, which includes office, retail and industrial sectors. The company was founded on January 21, 2005 and is headquartered in St. Peter Port, Guernsey.

Key Stats and Financials As of 2018
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MCAP Service Corp. provides mortgage loans. Its services include commercial mortgages such as financing options, recent financings and commercial mortgages, residential mortgages include customers, brokers, solicitors and investors. The company was founded in 1981 and is headquartered in Toronto, Canada.

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R3 Ltd. operates as a financial technology firm. It also operates a consortium of financial institutions that have guided and contributed to the development of Corda, a distributed ledger platform. The company was founded by David Rutter and is headquartered in New York, NY.

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SecureKey Technologies, Inc. provides identity and authentication solutions for organizations that deliver online consumer services. It enables the use of contactless cards or mobile phones as a factor to implement strong online authentication. The firm's customers include the banking and financial institutions, government, payments, and telecoms and utilities industries. The company was founded by Gregory Howard Wolfond and Pierre Antoine Roberge in 2008 and is headquartered in Toronto, Canada.

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Group General Manager at Hong Leong Corp. Holdings Pte Ltd.

Alliance Data Systems Corp. Other Business & Consulting Services | Plano, Texas

Alliance Data Systems Corp. engages in the provision of data-driven and transaction-based marketing and customer loyalty solutions. It operates through the following segments: LoyaltyOne, Epsilon and Card Services. The LoyaltyOne segment provides coalition and short-term loyalty programs. The Epsilon segment offers end-to-end, integrated marketing solutions. The Card Services offers risk management solutions, account origination, funding, transaction processing, customer care, collections, and marketing services for the company's private label and co-brand credit card programs. The company was founded in 1996 and is headquartered in Plano, TX.

First Capital Realty, Inc. Real Estate | Toronto, ON

First Capital Realty (TSX: FCR) is Canada’s leading owner, developer and operator of supermarket and drugstore anchored neighbourhood and community shopping centres located predominantly in growing urban markets. As at September 30, 2012, the Company owned interests in 172 properties, including six under groundup development, totalling approximately 24.2 million square feet of gross leasable area and four sites in the planning stage for future retail development. As of September 30, 2012, 27 projects at 19 properties comprising 597,829 square feet of GLA have been certified to LEED®. First Capital Realty’s primary strategy is the creation of value over the long term by generating sustainable cash flow and capital appreciation of its shopping centre portfolio. To achieve its strategic objectives Management continues to: • be focussed and disciplined in acquiring well-located properties, primarily older centres and adjacent sites to existing properties in the Company’s target urban markets; • undertake selective development, redevelopment and repositioning activities on its properties including land use intensification; • proactively manage its existing shopping centre portfolio; • increase efficiency and productivity of operations; and • seek the lowest cost of capital over the long term. First Capital Realty was incorporated in November 1993 and conducts its business directly and through subsidiaries. Management, in measuring the Company’s performance or making operating decisions, distinguishes its operations on a geographical basis. The Company operates solely in Canada, in three operating regions: Eastern region which primarily includes operations in Quebec, Central region which includes the Company’s Ontario operations; and Western region which includes operations in Alberta and British Columbia. The regions are reported in a manner consistent with internal reporting provided to the chief operating decision maker in the Company.

Envestnet, Inc. Engineering, Construction & Architecture | Chicago, IL

Envestnet, Inc. engages in the provision of intelligent systems for wealth management and financial wellness. It operates through the Envestnet and Envestnet/Yodlee business segments. The Envestnet segment provides wealth management software and services to empower financial advisors and institutions. The Envestnet/ Yodlee segment offers a data aggregation and data intelligence platform for digital financial services. The company was founded by Judson Taft Bergman, James Winfield Lumberg and Brandon Rockwell Thomas in 1999 and is headquartered in Chicago, IL.

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