Senior Private Banker
BMO Private Wealth
20 Erb St W
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.
- Understand and address your immediate needs
- Understand your broader goals
- Identify and prioritize your goals
- Collect and update your financial information
- Bring the right experts to the table to discuss and analyze your situation
- Bulld your Wealth Plan based on your goals and priorities
- Present your Wealth Plan with recommendations
- Take action
- Repeat, update and refresh regularly
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.