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Banking Services

BMO Bank of Montreal’s Financial Services Program for Chartered Accountants

BMO Bank of Montreal® is pleased to make a unique and comprehensive package of banking services available to CA public practitioners.

Key highlights of our program include:
  • Recognition of the value of your client list;
  • Competitive borrowing rates; and
  • Matching of banking services to a CA firm’s needs.
 


Here are some of the features of our program:

Market Value of Public Practice Firm’s Existing Client List
BMO Bank of Montreal has developed a model to value a CA’s book of business and utilize that value to facilitate the provision of financing, subject to credit approval.

Access to Capital at Competitive Rates
Subject to credit approval, we can make the following available (some conditions apply):
  • Mergers and Acquisition Financing
  • Succcession/Buyout Financing
  • Goodwill Financing
  • Operating Lines of Credit (including (Work in Process financing)
  • Equipment Financing
  • Real Estate Financing
  • Investor/Partnership Financing

Cash Management Services (some conditions apply)

  • Everyday Banking for Business Plans
  • Online/Telephone Banking service
  • MasterCard®+ Business Card®+ card
  • Payroll Services*

For further information regarding this unique program, please contact: John Knotek , Senior Manager, Industry Programs, Commercial Banking at (416) 927-5973, or visit your nearest BMO Bank of Montreal branch.

®™ Registered trade-mark/trade-mark of Bank of Montreal

®* Trade-marks of AIR MILES International Trading B.V. Used under license by Loyalty Management Group Canada Inc. and Bank of Montreal.

®+ Bank of Montreal is a licensed user of the registered trade-mark and design owned by MasterCard International Inc.