Firm profile

BMO PRIVATE INVESTMENT COUNSEL INC.

TORONTO, ONTARIOCRD 160344Latest ADV March 23, 2026

Bmo Private Investment Counsel Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Toronto, Ontario. Its latest Form ADV filing, dated March 23, 2026, reports $40.2B in regulatory assets under management, 130 employees, 32 offices, and 73,898 accounts.

Assets Under Management
$40.2B
Employees
130
Offices
32 offices
Total Clients
33,143
Primary office
TORONTO, ONTARIO
100 KING STREET WEST, 1 FIRST CANADIAN PLACE 41ST FLOOR, TORONTO, ONTARIO, Canada
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

3 roles identified
CEOMaarten Jansen
CCONicole D. Borland
CFOIan K. Narine

Advisory services offered

3 types reported
Financial Planning Services
Portfolio management for individuals and small businesses
Selection of other advisers

Fee models offered

2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 54.7% of total clients.
Top client categories% of clientsClients
1
Individuals
54.7%
18,117
2
HNWI
24.7%
8,176
3
Corporations
14.6%
4,839
4
OTHER, PRIVATE FOUNDATIONS, NON-PROFIT ORGANIZATION
5.9%
1,955
5
Charitable
0.1%
39
Additional categories (<0.1%)
Insurance Cos.14 clients
Government<5 clients
Categories with <5 clients
State or municipal government entities (including govt. pension plans)<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$40.2Bas of March 23, 2026
Discretionary100.0%
$40.2B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$40.2B
Total Accounts73,898
10Y AUM Change+$20.2B (+100.8%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees130
Clients per Employee255:1
10Y Employee Change+34 (+35.4%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.