Investor Presentation
Our Purpose
BOLDLY GROW THE GOOD
IN BUSINESS AND LIFE
0000 For a Thriving Economy
Providing access to capital and
valuable financial advice - investing
in businesses, supporting home
ownership and strengthening the
communities we serve, while driving
innovation that makes banking easier
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Committed US$2 million to expand BMO's Welcome Home Grant program, helping households in
underserved California communities make progress for homeownership
Received an "Outstanding" rating for Community Reinvestment Act (CRA) performance from January 2020
to December 2022 - the third consecutive time BMO has earned this highest possible rating
For a Sustainable Future
Being our clients' lead partner in the
transition to a net zero world,
delivering on our commitments to
sustainable financing and responsible
investing
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Launched an innovative financing program in partnership with the Canada Infrastructure Bank to help
Canadian commercial building owners finance energy retrofits, enabling progress towards a net zero world
Arranged Green Loan financing for the construction of Trinity College's Lawson Centre for Sustainability, a
mass timber, zero carbon, LEED Platinum multi-use building, the first of its kind for a North American post-
secondary institution
Ranked among the most sustainable companies on the Dow Jones Sustainability Indices (DJSI). BMO
earned the highest possible score in Customer Relationship Management for 2023
For an Inclusive Society
Committing to zero barriers to
inclusion through investments,
financial products and services, and
partnerships that remove systemic
barriers for under-represented
customers, employees and
communities - and drive inclusion and
equitable growth for everyone
Employees contributed more than $31 million during the annual Employee Giving Campaign to the United
Way and thousands of other community organizations across North America
Launched the BMO Young Indigenous Leaders Program in partnership with Université Laval, with a
$500,000 commitment to support Indigenous forestry students through scholarships for internships,
mentorship and community projects
This slide contains forward-looking statements. Refer to the Caution Regarding Forward-Looking Statements on slide 2
BMOM
Investor Presentation ⚫ February 2024
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