BMO Private Investment Counsel Inc.
● SEC registered since 2012CRD 160344SEC# 801-74232Toronto, Ontario
Reg. AUM
$40.18B
Employees
130
Accounts
73,898
Location
Toronto, Ontario
BMO Private Investment Counsel Inc. assets under management
BMO Private Investment Counsel Inc. is an SEC-registered investment adviser based in Toronto, Ontario. The firm has been registered since 2012. It reports $40.2 billion in regulatory assets under management and employs 130 people.
BMO Private Investment Counsel Inc. owners & executives
9 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew James Gilchrist Control | Director | Under 5% | 2025 |
| BMO Nesbitt Burns Inc Control | Owner | Over 75% | 2012 |
| Bruce Aaron Ferman Control | Director | Under 5% | 2019 |
| Ian Kenneth Narine Control | Chief Financial Officer | Under 5% | 2022 |
| Jamie Patrick Loughery Control | Director | Under 5% | 2026 |
| Maarten Jansen Control | Director And Chief Executive Officer | Under 5% | 2024 |
| Nicole Dale Borland Control | Chief Compliance Officer | Under 5% | 2022 |
| Bank of Montreal Control | Owner | Over 75% | 1997 |
| Bank of Montreal Holding Inc. Control | Owner | Over 75% | 2012 |
Frequently asked questions
How much does BMO Private Investment Counsel Inc. manage?
BMO Private Investment Counsel Inc. reports $40.2 billion in regulatory assets under management on its Form ADV.
How many employees does BMO Private Investment Counsel Inc. have?
BMO Private Investment Counsel Inc. reports 130 employees.
Where is BMO Private Investment Counsel Inc. located?
BMO Private Investment Counsel Inc. is based in Toronto, Ontario and has been SEC-registered since 2012.
Does BMO Private Investment Counsel Inc. disclose fund performance?
BMO Private Investment Counsel Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 100 King Street West, 1 First Canadian Place 41st Floor, Toronto, Ontario M5X 1A1 |
| Phone | 416 359-5001 |
| Fax | 416-359-5040 |
| Office hours | 8:30a.m. To 4:30p.m. |
| SEC region | HQ |
| Discloses disciplinary history | Yes |
Regulatory AUM
$40.18B▲ 12%
Jan '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 3%
Larger than 97% of 16,306 advisers
EmployeesTop 6%
More than 94% of 16,824 advisers
Assets under management
$40.18Bregulatory AUM
Discretionary $40.18B