Company Bank of Montreal

BMO

CA0636711016

Banks

Market Closed - Toronto S.E. Other stock markets 16:00:00 2024-09-10 EDT			5-day change	1st Jan Change
112.79 ^CAD	+0.17%		+1.11%	-13.97%

09-10	Transcript : Bank of Montreal Presents at Barclays 22nd Annual Global Financial Services Conference 2024, Sep-10-2024 09:00 AM
09-06	CIBC Raises Price Target on Six Canadian Banks Following Q3 Results	MT

Business description: Bank of Montreal

Bank of Montreal (BMO) is a Canada-based company, which offers a wide range of personal banking services. The Company is engaged in providing a broad range of personal and commercial banking, wealth management, global markets and investment banking products and services to customers across Canada, the United States, and in select markets globally. The Company offers services, such as bank accounts, credit cards, mortgages, loans, investments, creditor insurance, and travel insurance. The Companyâs segments include P&C, U.S. P&C, Total P&C, BMO Wealth Management, BMO Capital Markets, and Corporate Services. Its bank accounts include checking accounts, and savings accounts. Its credit card services include no fee, low interest, cash back, BMO Rewards, AIR MILES, travel, and lifestyle. Its credit cards include BMO eclipse Visa Infinite Card, BMO Ascend World Elite Mastercard, BMO eclipse Visa Infinite Privilege Card, BMO Preferred Rate Mastercard and BMO CashBack Mastercard.

Number of employees: 55,767

Sales by Activity: Bank of Montreal

Fiscal Period: October	2019	2020	2021	2022	2023
Canadian Personal and Commercial Banking (Canadian P&C)	7.4B	6.62B	8.41B	9.53B	9.9B
U.S. Personal and Commercial Banking (U.S. P&C)	5.18B	4.67B	5.66B	6.28B	8.92B
BMO Wealth Management	7.66B	6.69B	7.06B	4.53B	7.38B
BMO Capital Markets	4.65B	4.67B	6.32B	6.22B	6.43B
Corporate Services	-287M	-417M	-283M	6.84B	-3.6B

See all business segments

Geographical breakdown of sales: Bank of Montreal

Fiscal Period: October	2019	2020	2021	2022	2023
Canada	15.13B	14.52B	15.98B	15.98B	16.88B
United States	8.28B	8.66B	9.24B	16.98B	11.97B
Other Countries	2.07B	2.01B	1.96B	753M	2.35B

See all geographic segments

Managers: Bank of Montreal

Director	Title	Age	Since
Darryl White CEO	Chief Executive Officer	52	16-10-27
Tayfun Tuzun DFI	Director of Finance/CFO	59	20-11-15
Steven Tennyson COO	Chief Operating Officer	-	-
Paul Noble CMP	Compliance Officer	-	-
Christine Viau IRC	Investor Relations Contact	-	-

See BANK OF MONTREAL governance

Members of the board: Bank of Montreal

Manager	Title	Age	Since
George Cope CHM	Chairman	63	06-07-24
Christine Edwards BRD	Director/Board Member	71	10-07-31
Eric la Flèche BRD	Director/Board Member	62	12-03-19
Jan Babiak BRD	Director/Board Member	66	12-10-22
Martin Eichenbaum BRD	Director/Board Member	66	15-03-30
Lorraine Mitchelmore BRD	Director/Board Member	61	15-04-30
Darryl White CEO	Chief Executive Officer	52	16-10-27
David Harquail BRD	Director/Board Member	67	18-04-04
Craig Broderick BRD	Director/Board Member	64	18-08-26
Steve Dent BRD	Director/Board Member	63	21-04-06

Composition of the Board of Directors

Shareholders: Bank of Montreal

Name	Equities	%	Valuation
Royal Trust Corp. of Canada 7.972 %	57,835,448	7.972 %	4 836 M $
Vanguard Fiduciary Trust Co. 4.042 %	29,323,881	4.042 %	2 452 M $
BMO Bank NA (Investment Management) 3.494 %	25,350,173	3.494 %	2 120 M $
TD Waterhouse Private Investment Counsel, Inc. 2.579 %	18,712,589	2.579 %	1 565 M $
CIBC World Markets, Inc. 2.403 %	17,434,305	2.403 %	1 458 M $

Name	Equities	%	Valuation
Franklin Bissett Investment Management 0.7456 %	119,300	0.7456 %	2 M $

Name	Equities	%	Valuation
Slater Asset Management, Inc. 0.7766 %	93,194	0.7766 %	2 M $
Canso Investment Counsel Ltd. 0.5117 %	61,400	0.5117 %	1 M $
Manulife Investment Management Ltd. 0.1865 %	22,375	0.1865 %	410 313 $

Name	Equities	%	Valuation
Slater Asset Management, Inc. -	4,515,000	-	5 M $
Franklin Bissett Investment Management -	4,020,000	-	4 M $

Name	Equities	%	Valuation
Slater Asset Management, Inc. 0.2599 %	20,794	0.2599 %	368 678 $

Name	Equities	%	Valuation
Slater Asset Management, Inc. 6.869 %	4,465,000	6.869 %	5 M $
Franklin Bissett Investment Management 2.923 %	1,900,000	2.923 %	2 M $
Swisscanto Fondsleitung AG 1.538 %	1,000,000	1.538 %	1 M $
Flaherty & Crumrine, Inc. 1.538 %	1,000,000	1.538 %	1 M $
Portico Investment Management 0.4246 %	276,000	0.4246 %	284 004 $

List of BANK OF MONTREAL shareholders

Company details: Bank of Montreal

Bank of Montreal

100 King Street West 28th Floor

M5X 1A1, Toronto

http://www.bmo.com

Group companies: Bank of Montreal

Name	Category and Sector
BMO Family Office LLC BMO Family Office LLC Investment ManagersFinance 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.	Investment Managers
Fortified Trust	Finance/Rental/Leasing
Clearpool Execution Services LLC Clearpool Execution Services LLC Investment Banks/BrokersFinance Part of Bank of Montreal, Clearpool Execution Services LLC is an American company that is transforming electronic trading with their algorithmic management system (AMS). The company is located in the US. The AMS offers a fully customizable suite of algorithmic trading tools, providing total visibility and control from strategy to execution.	Investment Banks/Brokers
BOW Auto Receivables LLC BOW Auto Receivables LLC Finance/Rental/LeasingFinance Part of Bank of Montreal, BOW Auto Receivables LLC is a company that issues asset-backed securities. The company is based in San Francisco, CA.	Finance/Rental/Leasing
Canadian Pacer Auto Receivables Trust 2019-1	Finance/Rental/Leasing

See all subsidiaries

Other Banks

Add to a list Add to a list 0 selected To use this feature you must be a member Log in Sign up	Change	5d. change	1-year change	3-years change	Capi. ($)
BANK OF MONTREAL	+0.17%	+1.11%	-1.23%	-11.79%	60.5B
JPMORGAN CHASE & CO.	-5.19%	-6.69%	+42.92%	+30.63%	585B
BANK OF AMERICA CORPORATION	-0.48%	-3.49%	+38.50%	-2.46%	305B
INDUSTRIAL AND COMMERCIAL BANK OF CHINA LIMITED	-1.90%	-3.29%	+9.60%	-8.26%	261B
WELLS FARGO & COMPANY	-1.17%	-7.57%	+31.59%	+21.70%	184B
BANK OF CHINA LIMITED	-2.68%	-4.37%	+21.93%	+15.09%	178B
CHINA CONSTRUCTION BANK CORPORATION	-1.85%	-1.85%	+23.20%	-8.45%	177B
ROYAL BANK OF CANADA	-0.29%	+1.62%	+38.55%	+28.37%	173B
COMMONWEALTH BANK OF AUSTRALIA	-1.89%	+0.79%	+38.23%	+39.24%	160B
HSBC HOLDINGS PLC	+0.38%	-1.43%	+11.05%	+72.88%	153B
Average	-0.70%	-1.95%	+25.44%	+17.70%	223.62B
Weighted average by Cap.	-0.61%	-3.11%	+30.21%	+18.70%