Sam Srivastava

Associate Private Banker

Tel: 343-549-9981

Address

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

Contact Me

About Me


 

Sam Srivastava
Associate Private Banker

Tel: 343.549.9981

Email: sam.srivastava@bmo.com
Connect with me on LinkedIn
 

As an Associate Private Banker at BMO Private Wealth, I advise Canadian families, professionals, business owners and executives on banking, lending and cash flow management to help them reach their business and personal financial objectives and dedicate more time to the activities they value most.
 

I take time to listen and understand each client’s circumstances, financial needs and goals – for today and the future. Then, I bring in a customized team of BMO Private Banking specialists to look at their entire financial picture. From day-to-day banking to specialized lending, we take a holistic approach to design a customized, integrated financial plan. I regularly revisit this plan and adapt it as the client transitions throughout life.