| Relationships | Role | Relationship Start | Relationship End |
| Bmo Financial Corp. | Parent | 11/30/2011 | |
| Bmo Bankcorp, Inc. | Parent | 6/30/2007 | 11/29/2011 |
| Bmo Bankcorp, Inc. | Parent | 1/3/2006 | 6/29/2007 |
| Acquisitions & Mergers | Role | Assets | Acct Method | Type | Transaction Date |
| M&I Financial Advisors, Inc. | Seller | Discontinued | 7/31/2012 | ||
| Harris Bancorp Insurance Services, Inc. | Seller | Discontinued | 1/4/2012 | ||
| Amcore Investment Services, Inc. | Seller | Discontinued | 9/24/2010 | ||
| First National Investments | Seller | Discontinued | 12/20/2007 |