| Relationships | Role | Relationship Start | Relationship End |
| Bmo Financial Corp. | Parent | 6/30/2007 | 1/3/2012 |
| Bmo Financial Corp. | Parent | 5/28/2002 | 6/29/2007 |
| Acquisitions & Mergers | Role | Assets | Acct Method | Type | Transaction Date |
| Bmo Harris Financial Advisors, Inc. | Buyer | Discontinued | 1/4/2012 |