A Rising Tide in Wealth Management
For BMO, this acquisition is more than just an asset grab—it’s a long-term investment in relationship-driven financial strategy. As wealth creation accelerates, especially among private clients and family offices, banks are racing to deepen their value-added services, including personalized wealth planning and private investment counsel.
The move reflects a wider trend among global financial institutions: secure legacy clients now, scale smarter, and deliver boutique-like service under a big-bank banner.
Full legal counsel details for Torys and Osler teams were not immediately available.
