Investor Presentation
About BMO
Established in 1817, BMO Financial Group is a highly diversified financial services provider based in North America
8th largest
bank in North America
by assets¹
$1.3 trillion
in total assets²
13 million
customers globally
Operating Groups
Personal & Commercial Banking
BMO Wealth Management
BMO Capital Markets
Our Strategy
At BMO, we continue to build a high-performing, digitally-enabled, future-ready bank with engaged employees and a winning
culture. We are focused on helping our customers make real financial progress, and on financing our clients' growth and
innovation, while also investing in our workforce. Anchored by our Purpose, we are driven by our strategic priorities for growth,
strengthened by our approach to sustainability and guided by our values as we build a foundation of trust with our stakeholders.
Our Purpose
Boldly Grow the Good
in business and life
до
For a thriving economy
For a sustainable future
For an inclusive society
Our Strategic Priorities
World-class loyalty and growth, powered by One Client leadership
Winning culture driven by alignment, empowerment and
recognition
Digital first for speed, scale and the elimination of complexity
Be our clients' lead partner in the transition to a net zero world
Superior management of risk, capital and funding performance
Our Values
>
Integrity
> Empathy
> Diversity
> Responsibility
1 Source: Bloomberg GICS screen of largest North American banks by total assets as at January 31, 2024
2 As at January 31, 2024
BMOM
Investor Presentation ⚫ February 2024
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