Senior Private Banker
With over 14 years of experience in the financial services industry, Adam is an experienced and dedicated banker. He provides his clients with a full suite of lending and banking solutions, with a deep focus on professionals and corporate business owners. Adam leverages his network to make connections and ensure clients are provided with guidance, advice and introductions to Wealth partners to meet all of their financial goals.
Adam has been working with BMO Financial Group since 2007. During his tenure, he managed a complex, high growth technology portfolio with BMO Business Banking. Adam has an extensive business banking and retail banking background and specializes in complex lending transactions that require in-depth cash flow analysis as well as creative credit structuring. He has a Honours BBA from Wilfrid Laurier University specializing in Finance and is very active in the community.