Group Bank of Montreal

BMO Bank NA provides personal, business, and commercial banking products and financial advisory services. Its personal banking products and services include checking accounts; statement savings accounts, money market accounts, and certificates of deposit (CD); fixed and adjustable rate mortgages; credit cards, loans and lines of credit, and retirement accounts and investments; home equity, personal loans and lines of credit, and auto loans; and online banking, mobile banking, phone banking, payment and deposit, cross-border banking for Canadians, and switch kit services. The company was founded in 1882 and is headquartered in Chicago, IL.

BMO Covered Bond Guarantor LP provides guarantor services to a bank with respect to its programs. The firm is a limited partnership established under the laws of the Province of Ontario whose principal business is to provide a guarantee of the obligations of the Bank of Montreal (Bank) pursuant to covered bonds issued by the Bank, pursuant to the Bank’s Global Registered Covered Bond Program and certain ancillary activities. The company is headquartered in Ontario, Canada.

Part of Bank of Montreal, BMO InvestorLine, Inc. provides online trading services. The company is based in Toronto, Canada.

BMO Private Investment Counsel, Inc. (BPIC) is a Canadian investment management firm headquartered in Toronto, Ontario. The firm was founded in 1996 and formerly known as BMO Harris Investment Management, Inc. They are a direct, wholly-owned subsidiary of BMO Nesbitt Burns, Inc., ultimately owned by the Bank of Montréal (NYSE, TSE: BMO). BPIC provides discretionary investment advisory services to pooled investment vehicles, corporations, pension plans, charitable organizations, insurance companies, trusts and estates, non-profit organizations and private foundations in Canada and the US.

RBC Global Asset Management, Inc. (RBC GAM) is an investment advisor and mutual fund manager headquartered in Toronto, Ontario. They are an indirect, wholly-owned subsidiary of the Royal Bank of Canada (TSX, NYSE: RY). The firm was founded in 2008 following the merger of RBC Asset Management and Phillips, Hager & North Investment Management in Canada, together with the US-based institutional asset management company, RBC Global Asset Management (US). RBC GAM provides global investment management services and solutions to institutional, high-net-worth and individual investors through separate accounts, pooled funds, mutual funds, hedge funds, exchange-traded funds and specialty investment strategies.

Part of Royal Bank of Canada, Canadian Core Real Estate LP is a company that provides real estate services. The company is based in Toronto, Canada. The company was founded in 2019. The CEO is Damon Grant Williams.

Polen Capital HK Ltd. (Polen Capital) is an asset management firm headquartered in Hong Kong. The firm was founded in 2013 as BMO Global Asset Management (Asia) Ltd. They are a subsidiary of LGM (Bermuda) Ltd., which is owned by Bank of Montreal (TSE: BMO) in Canada. Polen Capital provides discretionary investment advice to (1) government organizations, funds, institutional and intermediary investors through separately managed accounts; and (2) funds sponsored by the firm.

Part of Bank of Montreal, BMO Global Capital Solutions, Inc. provides financial services. The company is based in Chicago, IL.

BMO Family Office LLC is a wealth management advisory firm headquartered in Chicago, Illinois. The firm was founded in 1981 as CTC myCFO LLC. They are a wholly-owned subsidiary of BMO Financial Corp., which is a wholly-owned subsidiary of Bank of Montreal (NYSE, TSX: BMO) in Canada. The firm provides discretionary investment management and non-discretionary investment advisory services to ultra-affluent individuals, families and family offices.

Bank of Montreal Mortgage Corp. provides mortgage banking, loan and saving facilities. It helps customers in financial affairs by delivering the financial services through a single point of contact. The company is headquartered in Calgary, Canada

BMO Asset Management Corp. (BMO AM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 2012 and is a wholly-owned subsidiary of BMO Financial Corp. (BMO), which is in turn a wholly-owned subsidiary of Bank of Montreal (TSX: BMO), a Canadian diversified financial services company. BMO AM provides discretionary investment advisory services for, or provides non-discretionary investment advice to, institutions, individuals, and third-party sponsors of and clients participating in wrap-fee programs, as well as common and collective portfolios for which BMO Harris Bank, an affiliate of BMO AM, acts as trustee. In addition, BMO AM provides investment advisory services to private pooled vehicles and to affiliates for the benefit of their clients.

Part of Bank of Montreal, BMO Life Assurance Co. is a Canadian company that provides life insurance services. The company is based in Toronto, Canada.

Part of Bank of Montreal, BMO Financial Corp. provides banking and investment services. The company is based in Wilmington, DE. Darrel Hackett has been the CEO of the company since 2023.

BMO Capital Markets Ltd. is a brokerage firm headquartered in London, UK. The firm was founded in 1994 and is a subsidiary of Bank of Montreal (NYSE, TSX: BMO) in Canada. BMO Capital Markets offers corporate, institutional and government clients access to a complete range of investment and corporate banking products and services.

BMO Nesbitt Burns, Inc. provides investment and financial advisory services. The firm offers financial planning; estate planning and preservation; retirement, insurance, and education planning; income replacement; tax minimization; and business succession planning advisory services. The company was founded in 1912 and is headquartered in Toronto, Canada.

Part of Bank of Montreal, Bank of Montreal (China) Co. Ltd. is a Chinese company that provides banking services. The company is based in Beijing, China.

BMO Capital Markets Corp. (BMOCMC) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1817 and is a direct, wholly-owned subsidiary of BMO Financial Corp., which is wholly-owned by Bank of Montreal (TSX: BMO, NYSE: BMO), a Canadian chartered bank. BMOCMC provides investment advisory and portfolio management services to institutional clients only.