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  • How I work with you
  • Our Services
  • Resources
    • Publications
    • Wealth Insights
  • Contact Me

Publications

Business Advisory & Succession Planning

  • September 12, 2022

    5 Common Challenges for a Family Enterprise

  • September 2, 2022

    Planning for the Family Vacation Property

  • September 12, 2022

    Banking Services for Small Business Owners

  • September 12, 2022

    Succession Planning Is Key For Small Business Owners

Tax Planning

  • September 14, 2022

    Rates Scenario

  • January 18, 2023

    2026 Personal Tax Calendar

  • September 12, 2022

    Tax and Estate Consequences of Investing in U.S. Securities

Estate Plannning

  • November 2, 2022

    Importance of Estate Planning

  • September 20, 2022

    Estate Preservation

  • November 1, 2022

    Digital Assets and Your Estate Plan

  • November 2, 2022

    Estate Planning for Women

  • November 1, 2022

    Estate Planning for Blended Families

  • October 11, 2022

    Estate Planning for Physicians

  • September 13, 2022

    Estate Planning for Spouses and Children Using Testamentary Trusts

  • September 12, 2022

    U.S. Estate Tax for Canadians Income Tax Considerations

Amanda Shek
Private Banker
amanda.shek@bmo.com
Phone: 647-883-3614
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Amanda Shek

Private Banker

Phone 647-883-3614

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Rosie Zhang

Private Banking Officer

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Branch Address

30 St. Clair Avenue West, Suite 1500, Toronto, Ontario, M4V 3A1

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