As a Private Wealth Consultant at BMO Private Wealth, I bring professional expertise and advice to help individuals and their families enjoy the opportunities wealth brings while simplifying its complexities.
I build a lasting relationship with each client by getting to know what matters most to them – their short- and long-term priorities on family, work, lifestyle and money.
Based on a full appreciation of the client’s unique needs, I engage a diverse team of BMO Private Wealth Professionals to help me coordinate an array of solutions reflecting the individual’s values and priorities. From banking and investment management to estate and trust services and wealth planning, we create a customized, flexible wealth plan and constantly adjust it to external conditions and life transitions.
This approach gives clients confidence knowing that a team of skilled professionals is focused on their financial success.
I joined BMO Private Wealth in <year>. I have an undergraduate degree at <X university> and an MBA at <Xuniversity>, and am a member of the <X institute/ organization/society>.