| Relationships | Role | Relationship Start | Relationship End |
| Bmo Financial Corp. | Parent | 6/30/2007 | 12/10/2012 |
| Bmo Financial Corp. | Parent | 1/8/2003 | 6/29/2007 |
| Ctc Mycfo, Llc | Subsidary | 5/1/2012 | 12/9/2012 |
| Sullivan, Bruyette, Speros & Blayney, Inc. | Subsidary | 6/30/2007 | 12/9/2012 |
| Harris Mycfo, Inc. | Subsidary | 6/30/2007 | 4/30/2012 |
| Harris Mycfo, Inc. | Subsidary | 1/8/2003 | 6/29/2007 |
| Sullivan, Bruyette, Speros & Blayney, Inc. | Subsidary | 1/16/2003 | 6/29/2007 |