Whether you need assistance with individual components of a financial plan or a comprehensive wealth management strategy, we can help you make informed decisions related to you and your family’s wealth. Through our services, we can simplify complexities and develop strategies to help you meet your goals.
If you’re like most women today, you want to be proactively involved in managing your wealth and well-equipped and informed about the options available to you and your family. I believe I share a deep passion for ensuring women receive excellent and personalized advice. I can help you to get your finances sorted and plan intelligently and strategically to protect and grow your wealth with confidence and comfort. With the right team of advisors and financial partners by your side, you can enjoy the experience of preserving and enhancing your wealth.
We understand the unique needs business professionals face, from concentrated stock positions, stock options and controlled stock to special borrowing needs. We work with professionals and executives to simplify the complexities that can come with wealth and help build a comprehensive wealth management strategy through our services.
As a business owner, life can get complex when personal wealth and managing your business are closely intertwined. Through our services, we can help reduce the complexity, allowing you to focus on growing your business. We can also provide guidance on business succession planning when you are ready to move on to the next chapter in your life.
To keep pace with the financial choices and challenges that you encounter each day, we offer client-driven solutions and global capabilities. We provide investment management, retirement plan administration, and trust and custody services for corporations and institutions.
At BMO Private Wealth, we understand the complexities that are inherent in being a professional athlete that may participate in events in multiple countries. We work with current and former NHL hockey players, football, baseball, and basketball players in addition to other professional athletes in a variety of different sports. Jeff has an extensive client list of past and present NHL hockey players and is well versed in the NHL Collective Bargaining Agreement as well as knowledge on cross border tax. If you are an athlete and want to focus on your passion – your professional sport – Jeff will manage your personal banking needs so you can focus on what matters most – success in your sport!