Our Partners

As Senior Private Banker at BMO Private Wealth of knowledge and expertise in personal, corporate banking as well as Capital Markets transactions. Anthony focuses on insurance related lending as well mergers and acquisition financing. Anthony specializes in working with ultra high net worth families who have complex personal and commercial lending needs.

David helps his clients with the proper administration of their estates. His professional services result in an efficient estate administration and often reduce family friction and conflict. As a professional trustee, David ensures your beneficiary’s needs are professionally attended to and guarantee stewardship of their trust. David is also an active member of the Estate Planning Council of Winnipeg.

Bernice leads a collaborative team of professionals and works closely with advisors across BMO to support high and ultra-high net worth clients in achieving their goals. With extensive knowledge in advanced tax, business succession and estate planning, including cross border estate planning, Bernice develops customized wealth and tax planning solutions to meet the unique and complex needs of affluent individuals and families.

For over 16 years, Kurtis has worked with clients to provide an empowering vantage point from which to see the landscape of their personal finances. He believes wealth planning has just as much to do with people as numbers. During every step of the financial planning process, he fosters strong personal relationships based in trust, transparency, and mutual respect. Kurtis’s greatest impact is instilling confidence and peace of mind within the clients he works with

As a member of the Wealth Management Consulting team, Shane brings together the knowledge and experience of our in-house tax and estate professionals and works with Investment Advisors and their clients to develop sound wealth management plans. He provides support and direction about complex issues such as retirement and distribution planning, tax planning, cash management, estate and gift planning, transition planning and charitable giving.

Paul is Head of BMO Family Office, Canada. The integrated services team serves the wealth professionals throughout BMO Private Wealth by providing solutions to their Ultra HNW individuals, businesses, and family offices to support their financial planning, tax & estate, investment, philanthropic, and risk & capital needs.

In this role, Paul focuses on fully developing and executing the “go to market” strategy to grow the business. This includes formalizing the value proposition to clients, partners and talent. He focuses on the client experience, including client acquisition and the overall client relationship management process and service model in partnership with BMO Private Wealth advisors.

Paul joins the BMO Family Office team with 25+ years of domestic & international experience managing business development, people development, and sales & service at various financial institutions. He is client-centric and performance-oriented, with extensive experience around investments in the UHNW and Family Office space. Prior to BMO, Paul spent time mentoring, coaching, and consulting in the financial services field. Paul also held senior management roles at numerous Top 5 financial institutions in the country. 

Paul currently sits on the board of Capital Direct Income Trust. He is immensely proud of his time and effort spent supporting community causes that range from the United Way, Oshawa Hospital (Cancer Care) Foundation, and First Peoples’ Truth & Reconciliation efforts. Paul earned a BA from the University of Toronto and has completed his CIMA and Investment Management Consulting from the Wharton School of Business.

Residing between Fenelon Falls and downtown Toronto, Paul and his wife have 2 children studying at university. When possible, he finds time to golf, ski, and cheer on the Toronto Maple Leafs.

Kimiko is part of the Business Advisory & Succession Planning team, which provides high net worth business owners in transition with a sophisticated, forward-thinking wealth management plan. She works with individuals and business owners in the areas of business succession, transition, sale, mergers & acquisitions, and valuations for the purposes of wealth planning and transfer. Kimiko is an experienced business advisor who brings more than 10 years of technical and business planning expertise to BMO Wealth Management.

Kimiko joined BMO Wealth Management in 2018 after more than a decade as a mid-market M&A advisor at a Big 4 professional services firm. With a focus on sell-side advisory services for private Alberta-based companies, Kimiko has worked with companies in a range of industries including oil and gas services, manufacturing, distribution and construction. Kimiko has advised on complex transactions including sales to financial and strategic buyers, management buyouts, and shareholder disputes.