Trust & Custody Services

Trust is built through strong partnerships. Securing your assets, so you can focus on what is most important to you, can be overwhelming at times — especially as your needs evolve and markets fluctuate. Having the right trust and custody partner to help you manage and grow can make all the difference.

Trust, banking and financial services

Service solutions delivered with state-of-the-art technology for speed, accuracy and convenience

Expert guidance

From a team of dedicated professionals

Personalized service

Customized and designed to your specific requirements

Who we serve

  • Corporations and insurance companies
  • Taft-Hartley community
  • Endowments and foundations
  • Government and public funds

The power of partnership

The team dedicated to your company’s account is assembled based on your needs, and it is agile enough to adapt as those needs evolve. Members of your team are drawn from the following areas of specialization:

These professionals have a broad base of knowledge and experience. Their process begins with a thorough review of account operations procedures with your current vendors. They also coordinate with your current representatives to determine the best way to accommodate their needs as we structure the operational aspect of our new relationship.

These professionals have expertise in qualified retirement plans and securities law. They also monitor all pertinent legislative changes for any potential impact on your assets.

Our analysts prepare the required tax forms and other governmental reports for each of your accounts.

The financial reporting analysts ensure the accuracy and timeliness of trust accounting statements.

All cash activity and balances within your accounts are monitored continuously by investment coordinators.

Trade coordinators work with your appointed investment managers to ensure the accuracy and timeliness of security transaction settlements.

These specialists assist you in your administrative duties and address your participants’ needs through a toll-free call center.

Kristy Perez

Vice President and Managing Director Institutional Trust and Custody Services

“Providing our clients with peace of mind is something we take very seriously. That’s why we put a priority on having the knowledge and expertise to deliver high-value trust and custody services to our institutional clients.”

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To learn more about BMO Trust & Custody Services or to speak with a member of our team, call or email us: