Customized Solutions

 

​As a Private Banker at BMO Private Wealth, I advise professionals, business owners and executives on navigating intricate financial situations, and to structure complex transactions. I value guiding my clients to achieve their financial objectives, and to allow them to dedicate more time to the activities they value most.

I take time to listen and understand your circumstances, financial needs and goals – for today and the future. Then, I bring in a customized team of BMO Private Wealth professionals to offer unparalleled advice, service and convenience. From day-to-day to the most specialized needs, needs, we take a holistic approach to design a customized, integrated wealth plan. I regularly revisit this plan so it adapts as you and your family transition throughout life.

By delivering exceptional personalized service, I develop relationships that are trusting, comfortable and long-lasting.

 

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.
 

Managing Deposits and Other Services

We offer competitive deposit and investment products, business cash management services, as well as services that provide you with easy access to your money. Whether you are looking for the latest in mobile apps to access your money, or you’re spending time and own property in the U.S., we can help.