The Partners

For over 16 years, Kurtis has worked with clients to provide an empowering vantage point from which to see the landscape of their personal finances. He believes wealth planning has just as much to do with people as numbers. During every step of the financial planning process, he fosters strong personal relationships based in trust, transparency, and mutual respect. Kurtis’s greatest impact is instilling confidence and peace of mind within the clients he works with

As a Private Banker, Matt works with a select group of successful Canadians to provide exceptional service and planning related to their everyday banking & borrowing needs.  He values guiding his clients towards achieving their financial objectives, and to allow them to dedicate more time to activities they value most. Together with a team of professionals he works collaboratively to provide complete wealth management solutions for clients including investment management, planning, trust services and banking.

As a Private Banker at BMO Private Wealth, I advise Canadian families, professionals, business owners and executives on customized lending, banking and cash flow management to help them reach their commercial and personal financial objectives and dedicate more time to the activities they value most. I specialize in the Medical Professional space where I advise physicians, specialists, and other healthcare providers at every stage of their medical careers. With long hours, busy schedules and other extreme demands of their profession, I understand the importance of simplifying your personal and commercial banking needs.

As Senior Private Banker at BMO Private Wealth of knowledge and expertise in personal, corporate banking as well as Capital Markets transactions. Anthony focuses on insurance related lending as well mergers and acquisition financing. Anthony specializes in working with ultra high net worth families who have complex personal and commercial lending needs.

David helps his clients with the proper administration of their estates. His professional services result in an efficient estate administration and often reduce family friction and conflict. As a professional trustee, David ensures your beneficiary’s needs are professionally attended to and guarantee stewardship of their trust. David is also an active member of the Estate Planning Council of Winnipeg.

As a member of the Wealth Management Consulting team, Shane brings together the knowledge and experience of our in-house tax and estate professionals and works with Investment Advisors and their clients to develop sound wealth management plans. He provides support and direction about complex issues such as retirement and distribution planning, tax planning, cash management, estate and gift planning, transition planning and charitable giving.