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| BMO Private Investment Counsel Inc
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|---|---|
| CRD # | 160344 |
| SEC # | 801-74232 |
| CIK # | 0001600095 |
| AUM | $40.2 B (2026-03-23) |
| Employees | 130 (100% Investors, 0% Brokers) |
| Phone | 416-359-5001 |
| Address | 100 King Street West Toronto Ontario, Canada |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| In the News | |
|---|---|
| Wed, 17 Jun 2026 | BMO Private Investment Counsel Inc. Announces Sub-Advisor Change to BMO Private U.S. Equity Portfolio — BMO |
| Wed, 17 Jun 2026 | BMO Private Investment Counsel Inc. Announces Sub-Advisor Change to BMO Private U.S. Equity Portfolio — The Globe and Mail |
| CIK | Period |
|---|---|
| 0001600095 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 13.1 | ||
| Royal Bank of Canada | 10.2 | ||
| Toronto Dominion Bank | 7.2 | ||
| Apple Inc | 7.1 | ||
| Microsoft Corp | 6.2 | ||
| Amazon Com Inc | 6.2 | ||
| Alphabet Inc | 5.8 | ||
| Facebook Inc | 4.2 | ||
| Bank of Nova Scotia | 3.9 | ||
| Canadian Imperial Bank of Commerce /Can/ | 3.9 | ||
| Bank of Montreal /Can/ | 3.9 | ||
| Transcanada Corp | 3.4 | ||
| Enbridge Inc | 3.2 | ||
| Canadian Natural Resources Ltd | 3.1 | ||
| Broadcom Inc | 3.1 | ||
| Tesla Motors Inc | 3.0 | ||
| Alphabet Inc | 2.9 | ||
| Netflix Inc | 2.9 | ||
| Suncor Energy Inc | 2.4 | ||
| Brookfield Asset Management Inc | 2.2 | ||
| Agnico Eagle Mines Ltd | 2.1 | ||
| Manulife Financial Corp | 2.0 | ||
| Visa Inc | 1.9 | ||
| J P Morgan Chase & Co | 1.6 | ||
| Shopify Inc | 1.6 | ||
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 18,117 | 5.9 |
| (b) Individuals (high net worth individuals) | 8,176 | 17.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 39 | 0.2 |
| (i) State or municipal government entities | 3 | 0.1 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 14 | 0.1 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 4,839 | 12.4 |
| (n) Other | 1,955 | 4.0 |
| Total | 73,898 | 40.2 |
| By Discretionary | ||
| Discretionary | 73,898 | 40.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 73,898 | 40.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 39.5 | |
| United States Persons | 0.7 | |
| Total | 73,898 | 40.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-NT | [0001600095] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Jasper Ridge Partners LP
✚
|
TX | 43.0 |
|
Capital Group Private Client Services Inc
✚
|
CA | 42.7 |
|
Earnest Partners LLC
✚
|
GA | 42.6 |
|
TRowe Price Hong Kong Limited
✚
|
42.3 | |
|
Brandes Investment Partners LP
✚
|
CA | 40.6 |
|
Calvert Research and Management
✚
|
DC | 40.3 |
|
Kayne Anderson Rudnick Investment Management LLC
✚
|
CA | 39.4 |
|
Wealthspire Retirement LLC
✚
|
CA | 38.6 |
|
Silchester International Investors LLP
✚
|
38.6 | |
|
Voya Retirement Advisors LLC
✚
|
CT | 37.5 |