Trust and Custody Services

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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.

Property Mgmt

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

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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


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Kristy Perez

Vice President and Managing Director Institutional Trust and Custody Services
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“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.”

Stay connected

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