Exclusive private wealth solutions
Exclusive Private Wealth Solutions
Bonnie is a Private Banker at BMO Private Wealth. She assists High Net-Worth clients on navigating intricate financial situations and implementing custom banking and lending solutions to achieve their financial objectives.
She takes time to listen and understand her client's circumstances, financial needs and goals. She then brings in a customized team of BMO Private Wealth professionals to offer wealth management solutions including financial and estate planning, tax, insurance and business advisory solutions. From day-to-day to the most specialized needs, Bonnie takes a holistic approach to design a customized, integrated wealth plan.
Acting as a trusted advisor, Bonnie develops relationships that are trusting, long-lasting and highly-personalized.
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