Investment adviser · CRD 160344

BMO PRIVATE INVESTMENT COUNSEL INC.

Investment adviser filing (IA)

TORONTO, ONTARIO, Canada · Form ADV filed Mar 23, 2026

Regulatory AUM: $40.2B
Client accounts: 73,898
Employees: 130
Advisory professionals: 130

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	8,176	$17,410,709,967	43.3%
Corporations & businesses	4,839	$12,417,840,577	30.9%
Individuals	18,117	$5,877,974,106	14.6%
Other clients	1,955	$4,025,255,982	10.0%
Charities	39	$228,603,478	0.6%
Insurance companies	14	$111,389,945	0.3%
Government entities	Fewer than 5	$108,309,757	0.3%

Filing source

Form ADV 2078124 · Mar 23, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 23, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Selection of other advisers

Compensation

Percentage of assets · Fixed

Principal office

100 KING STREET WEST, 1 FIRST CANADIAN PLACE 41ST FLOOR
TORONTO, ONTARIO, M5X 1A1, Canada

CRD 160344

Filing source

Form ADV 2078124 · Mar 23, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.