Why BMO Family Office?

Working with BMO Family Office provides access to industry-leading expertise, enabling families to steward wealth with purpose across multiple generations, and effectively define and meet lifestyle objectives.

 

The BMO Family Office approach provides you with:

  • Insights and perspectives from our deep experience in advising individuals and families
  • Institutional-style platform, delivered with a boutique, personal touch
  • Access to the right people, knowledge and expertise, and unique investment opportunities
  • A focus on legacy planning to help successfully steward wealth on a multi-generational level
  • Objectivity and non-conventional thinking, enabling us to challenge the status quo and bring innovative idea generation

 

 

Family Office Services

Investing Wisely

BMO Family Office designs purposeful and disciplined investment strategies by providing a bespoke approach to asset allocation from a household perspective. Our extensive, industry-leading research and cross-border platform enable us to provide a differentiated offering and philosophy for both Public and Private Market strategies.

 

Private Lending Solutions

BMO Family Office offers financing and treasury solutions through structured credit lines, specialty assets advice, and lending. With access to our commercial and private lending teams, we provide lending and cash management solutions appropriate for each unique financial situation.

 

Legacy Planning

BMO Family Office helps families define a purpose for their wealth by designing a comprehensive strategy including a family vision, a practical communication framework for family roles and expectations, and necessary wealth management skills. Coupled with this, BMO Family Office supports individuals and families to reflect on values, interests, and expectations. We help families in their philanthropic endeavors through education, advisory, administration, and a framework which enables you to measure your impact.

 

For more information, please contact me or visit https://www.bmo.com/privatewealth/services/family-office/. 

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Husayn Sidi

Director, BMO Family Office

Husayn is a Director on the BMO Family Office Team where he is responsible for quarterbacking the broader platform professionals and coordinating the delivery of a specialized suite of services across investments, private equity, philanthropy, family governance, planning, and other areas of the business across Canada.

Prior to joining the Family Office Team, Husayn was a Partner in a family manufacturing business in charge of leading the growth of the US Business. Prior to this, Husayn spent 10 years in BMO’s Corporate Finance business in various roles, including as Director, Diversified Industries in Toronto where he was responsible for the management of large public and private companies, and the credit underwriting of complex transactions.

Husayn is also involved in a voluntary capacity with a number of organizations including the Aga Khan Ismaili Economic Planning Board, McGill University Alumni Network and Support House (Oakville).

Husayn holds a Bachelor of Arts in Economics from McGill University and was awarded the Dean’s Honour List and is a McGill University Scholarship Recipient. Husayn resides in Toronto.

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Shelley Forsythe, FEA, TEP, CFP

Director, Family Enterprise Planning, BMO Family Office

Shelley is the Director of Family Enterprise planning at BMO Family Office, an integrated wealth management provider that serves ultra-affluent individuals, families and family offices across their tax, estate, investment, philanthropic, risk and family capital needs.

She provides clients, families and enterprises with strategic guidance on their master plan of personal, financial, family and enterprise goals. This process guides them to navigate towards what’s important and enables them to make purposeful decisions regarding their wealth and legacy. Shelley takes an in-depth approach to gain insight into each client’s overall goals and intentions to customize intergenerational options and solutions. She specializes in facilitating family governance and legacy conversations to promote education, harmony and effective communication across generations.

Of paramount importance to Shelley is maintaining client confidentiality and creating a realistic timeline and roadmap to implement immediate and long-term priorities. She frequently collaborates with a client’s advisory team of trusted advisors to facilitate the implementation and coordination of frameworks, processes and accountabilities.

Shelley has been in the financial services industry for 30 years. Her experience includes banking, investment management, financial planning, trust company and family office experience. She has earned eight professional designations in various disciplines, including the Family Enterprise Advisor (FEA), Certified Exit Planning Advisor (CEPA), Trust & Estate Practitioner (TEP), Certified Financial Planner (CFP), and Master Financial Advisor-Philanthropy (MFA-P).

Shelley’s goal is to empower clients with comprehensive and customized solutions, resolving complex situations through coordinated and proactive wealth and legacy plans.