The newly formed group brings together financial advisors from Harris Bank and M&I Bank (both part of BMO Financial Group).
"We're committed to seeking out synergies within the BMO Harris Bank and M&I networks that will enhance our ability to service our clients," said Terry Jenkins, Executive Vice-President and Head, Harris Private Bank. "This expanded network of financial advisors will work collaboratively to deliver a holistic financial service experience. With the launch of BMO Harris Financial Advisors, we are more uniquely positioned than ever before to provide an exceptional client experience."
"Consolidating our broker-dealer business into a single entity will enable us to focus on servicing mass affluent retail investors looking for the best minds to address their financial planning and wealth management needs," said Mike Miroballi, President, BMO Harris Financial Advisors. "Clients of BMO Harris Financial Advisors will benefit from innovative technology, an extensive product line, and superior customer service due to our broad presence."