How I work with you

Personalized Relationship Management

We build portfolios from the ground up and do not rely on off-the-shelf investment solutions.

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.

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.