"Alex began managing our investment portfolio at BMO when we retired in 2021. This began with the development of a financial plan, led by Alex with support from his multi-disciplinary team at BMO. During development of the plan and its subsequent implementation, Alex’s commitment to client service has been outstanding – he is professional, responsive to our inquiries, and has a talent for explaining complicated financial matters in brief, simple terms. Thanks to Alex, our wealth management expectations have been exceeded for both long-term investment performance and short-term tax savings. Our financial plan certainly provides us with peace of mind for our retirement!"
A & B - Retirees
"I have been with various advisors and institutions over the years, and I can confidently say that Alex and BMO Private Banking are top-notch."
C - Business Owner