Alex B Gauthier, PFP, FCSI
BMO Private Wealth
1600 Carling Ave.
Bringing platinum-level service to the table
Distinctive banking and borrowing needs call for an equally distinctive service offering: a dedicated banker adept at larger, more complex transactions, and able to oversee the unified management of personal, business and holding company accounts. We appreciate that it’s all part of a bigger picture and will coordinate with wealth planning experts, and our U.S. partners, to structure creative, customized solutions.
- Full suite of cash management, debt and liquidity services
- Access to wealth planning professionals in insurance, estate, tax and more
- Cross-border accounts and commercial services for seamless banking
- Specialized lending capabilities (e.g., leveraged life insurance and large loan products in U.S. or Canadian dollars or Euros)
- Unlimited accounts, cash withdrawals and international debit transactions
- Equity monetization to provide additional capital; single asset financing strategies
- BMO World Elite Mastercard®; preferred exchange rates; BMO Online Banking for Business
- Unified reporting and management of personal, business and holding company accounts