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About BMO Financial Group

We serve Canadian clients through BMO Bank of Montreal, our personal and commercial banking business, and BMO Nesbitt Burns, one of Canada’s leading full-service investment and wealth management firms.

In the United States, clients are served through Harris, a major U.S. Midwest financial services organization with a network of community banks in the Chicago area and wealth management offices across the United States, as well as Harris Nesbitt, a leading mid-market investment and corporate bank.

Personal and Commercial Client Group
(PCCG)
Private Client Group
(PCG)
Investment Banking Group
(IBG)

Our vision is to be the top-performing Canada-U.S. financial services company.

Our strategy is to grow our core Canadian franchise, and improve and selectively expand our U.S. franchise.

In all of our businesses, we will build strong, lasting relationships with our clients by delivering exceptional service. We will consistently improve our productivity by streamlining our processes and eliminating bureaucracy so that we can provide superior value by focusing on what really matters to customers.

For a more detailed description of our strategy, see the Enterprise-Wide Strategy section of the MD&A

We pursue our vision and realize our strategy through our steadfast commitment to our core values:

  • We care about our customers, shareholders, communities and each other.
  • We draw our strength from the diversity of our people and our businesses.
  • We insist upon respect for everyone and encourage all to have a voice.
  • We keep our promises and stand accountable for our every action.
  • We share information, learn and innovate to create consistently superior customer experiences.



BMO Financial Group Annual Report 2004