Senior Trust Officer & Director
BMO Private Wealth
294 Bernard Ave
BMO PW Services
Wealth Management Services:
- Planning with a team of experts, BMO Private Wealth offers award-winning wealth management services dedicated to helping affluent families with all aspects of your wealth needs, now and into the future.
- These include disciplined investment management, complete wealth planning to help your family achieve your long-term goals, and banking and borrowing solutions through BMO Private Banking and BMO Business Banking.
Based on your family’s unique needs and objectives, and according to your deeply held priorities and values, we use a highly personalized approach that can deliver:
- Family/testamentary trust services
- Investment management
- Estate administration
- Insurance solutions
- Estate planning
- Philanthropic strategies
- Estate & Power of Attorney for Property litigation support
- Concierge services