| BMO BROKEREDGE BANK OF MONTREAL
2241842 24 Feb 2023 | on 14 Jun 2024 | Class 036 Class 036 Insurance & Financial Services Investment services relating to securities, investment of funds for others, investment management services; banking services of all kinds, including corporate banking; investment dealer services of all kinds; investment banking transactions; mergers and acquisitions advice; financial advisory services; financial services, namely brokerage accounts and services; securities services, namely, brokerage, dealer and trading services in the field of securities; research and advisory services related to the foregoing; investment advisory services; investment advisory and investment management services; financial investment and brokerage services in the field of stocks, bonds, securities, mutual funds, retirement plans and trusts; financial investment brokerage services for the selling of investment funds, exchange-traded funds, mutual funds, pooled funds, hedge funds, wrap account products, segregated funds, and securities-based investment products by brokers, dealers and financial advisors; financial planning and financial management services; trading in financial instruments, namely commodity trading, currency trading, stock and bond trading, and mutual funds; mortgage services; mortgage lending services; financial planning and financial management services; mortgage refinancing; mortgage brokerage services; mortgage refinancing services; mortgage planning; insurance services; financial investment management and administration services, investment consultation, mutual fund investment and distribution services, the provision of full service brokerage and discount brokerage services namely for securities liquidation, bonds, shares, stocks, bonds, capital investments, financial investments and securities; investment and portfolio management services, including investment of funds for others; management of public and private investment funds services; mergers and acquisitions advice; securities investment services; financial portfolio management; investment and wealth management services; family office services, namely, financial planning; estate and trust management services; financial analysis and consultation services; financial and investment advisory services; insurance consulting services; financial asset protection consulting services; estate planning advisory services; credit card transaction processing services; succession planning, financial and retirement planning; philanthropic planning; business marketing and business management consulting services; accounting services; tax advisory and consultation services; insurance services | | | BMO BROKEREDGE INVESTMENT GROUP BANK OF MONTREAL
2241848 24 Feb 2023 | on 24 Feb 2023 | Class 036 Class 036 Insurance & Financial Services Investment services relating to securities, investment of funds for others, investment management services; banking services of all kinds, including corporate banking; investment dealer services of all kinds; investment banking transactions; mergers and acquisitions advice; financial advisory services; financial services, namely brokerage accounts and services; securities services, namely, brokerage, dealer and trading services in the field of securities; research and advisory services related to the foregoing; investment advisory services; investment advisory and investment management services; financial investment and brokerage services in the field of stocks, bonds, securities, mutual funds, retirement plans and trusts; financial investment brokerage services for the selling of investment funds, exchange-traded funds, mutual funds, pooled funds, hedge funds, wrap account products, segregated funds, and securities-based investment products by brokers, dealers and financial advisors; financial planning and financial management services; trading in financial instruments, namely commodity trading, currency trading, stock and bond trading, and mutual funds | | | BMO BROKEREDGE MORTGAGE GROUP BANK OF MONTREAL
2241846 24 Feb 2023 | on 04 Oct 2024 | Class 036 Class 036 Insurance & Financial Services Mortgage services; mortgage lending services; financial planning and financial management services; mortgage refinancing; mortgage brokerage services; mortgage refinancing services; mortgage planning | | | BMO BROKEREDGE INSURANCE GROUP BANK OF MONTREAL
2241843 24 Feb 2023 | on 04 Oct 2024 | Class 036 Class 036 Insurance & Financial Services Insurance services | | | BMO BROKEREDGE WEALTH MANAGEMENT GROUP BANK OF MONTREAL
2241840 24 Feb 2023 | on 14 Jun 2024 | Class 036 Class 036 Insurance & Financial Services Financial investment management and administration services, investment consultation, mutual fund investment and distribution services, the provision of full service brokerage and discount brokerage services namely for securities liquidation, bonds, shares, stocks, bonds, capital investments, financial investments and securities; investment and portfolio management services, including investment of funds for others; management of public and private investment funds services; mergers and acquisitions advice; securities investment services; financial portfolio management; investment and wealth management services; family office services, namely, financial planning; estate and trust management services; financial analysis and consultation services; financial and investment advisory services; insurance consulting services; financial asset protection consulting services; estate planning advisory services; credit card transaction processing services; succession planning, financial and retirement planning; philanthropic planning; business marketing and business management consulting services; accounting services; tax advisory and consultation services; insurance services | |