Sam Srivastava

Associate Private Banker

Tel: 343-549-9981

Address

BMO Private Wealth
979 Bank St
6th Floor
Ottawa, ON
K1S 5K5

Contact Me

How I work with you

I will provide customized solutions tailored for your unique banking and borrowing needs.
 

Personalized Relationship Management

As your dedicated Private Banker, I will become familiar with your situation, and am available to answer your questions, and respond to your requests.
 

From meeting your day-to-day financial obligations, integrating your banking needs with your other financial services, estate planning, tax and business succession advice, I work with a team of professionals to focus on all of your banking needs.



 

Customized Lending Solutions

Together with a team of experienced BMO lending specialists, I work with you to create a customized borrowing strategy that aligns with your specific needs, helping you choose the right solutions that allow you to access the funds you need, to reach your immediate and long-term goals.
 

I can also help you to secure financing through Personal and Professional holding companies, leverage life insurance, monetize investment holdings to free up cash, and fulfill other complex personal borrowing requirements.