Bank of Montreal investor relations material

Bank of Montreal provides diversified financial services primarily in North America. Its personal banking products and services include checking and savings accounts, credit cards, mortgages, and financial and retirement planning services. The company’s business banking products comprise transaction deposit accounts, commercial loans and lines of credit, equipment financing, cash management solutions, foreign exchange, and specialized banking programs for small business customers; and wealth management products consist of investment advisory, consulting and discretionary portfolio management, estate planning, private banking, trust services, mutual funds advisory programs and other product offerings.