Amanda Shek, CPA

As a Private Banker at BMO Private Wealth, I help Toronto professionals and business owners navigate complex debt, cash flow, and liquidity decisions—so their wealth works harder without adding stress.

 

I take the time to understand each client’s unique circumstances, financial needs, and goals—both today and over the long term.

From there, I coordinate a customized team of BMO Private Wealth professionals to deliver integrated advice, service, and convenience. Together, we take a holistic approach to designing a customized wealth plan that supports day to day needs as well as more specialized, complex situations. I regularly revisit this plan to ensure it evolves as you and your family progress through different stages of life.

As a Chartered Professional Accountant (CPA), I bring a tax and cash flow informed perspective to private banking decisions—helping ensure financing and liquidity strategies are aligned with your broader financial structure.

 

Contact Us Today