Skip to content

BMO Private WealthFinancial advisor in Waterloo, ON

BMO Private Wealth is a financial advisor at 20 Erb St. W Ste 601, Waterloo, ON N2L 1T2, ranked #17 of 74 wealth managers in Waterloo and rated 4.2 from 6 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Waterloo, ONUpdated 0 paid placements in any rankingHow we rank

Website ↗

Key facts

Key facts about BMO Private Wealth
Address20 Erb St. W Ste 601, Waterloo, ON N2L 1T2Get directions
Websiteprivatewealth.bmo.com
HoursMonday to Friday: 9 AM – 5 PM
Google rating4.2 from 6 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Waterloo and 7 towns within 40 km: Kitchener, New Hamburg, Cambridge, Guelph, Paris, Stratford and Brant.

Based in Waterloo, ONView on map

Opening hours

Opening hours for BMO Private Wealth
DayHours
Monday9 AM – 5 PM
Tuesday9 AM – 5 PM
Wednesday9 AM – 5 PM
Thursday9 AM – 5 PM
Friday9 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about BMO Private Wealth

How is BMO Private Wealth ranked in Waterloo?

BMO Private Wealth is ranked #17 of 74 wealth managers in Waterloo by RFA Score, with 63 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are BMO Private Wealth’s hours?

BMO Private Wealth is open Monday to Friday. Its listed hours are Monday to Friday, 9 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does BMO Private Wealth serve?

Serves Waterloo and 7 towns within 40 km: Kitchener, New Hamburg, Cambridge, Guelph, Paris, Stratford and Brant. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about BMO Private Wealth?

BMO Private Wealth has a rating of 4.2 from 6 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact BMO Private Wealth?

The business is at 20 Erb St. W Ste 601, Waterloo, ON N2L 1T2. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

Own BMO Private Wealth? Claim this profile.

Claiming is free. Correct your hours, specialties and service area. The RFA Score is recalculated from corrected data; payment never changes it.

Claim this profile

Compare nearby financial advisors

BMO Private Wealth compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
BMO Private Wealth (this business)—634.2 (6)NoNo
Brightside Wealth#16635.0 (19)NoNo36.0 km

See all 74 ranked wealth managers in Waterloo