Private Banker
Tel:
519-667-5170
Address
BMO Private Wealth
255 Queens Avenue
Suite 2560
London, ON
N6A 5R8
Map
Publications
Financial Planning
Wealth Planning
You’ve got plans. Let’s make it an action plan.
Wealth Management for Physicians: Because your financial health matters.
Our “One Wealth” team creates solutions that respect the nuances of your profession, and address the opportunities and potential challenges associated with your personal wealth. We can help you with complex banking and borrowing needs; investment management, wealth planning concerns, business succession strategies, and trust and estate services. In short, we can help provide you with the right solution, regardless of the complexity of your needs.
COVID-19 Update
COVID-19 Podcast
February 02: In this episode, Sylvain Brisebois, National Sales Manager, BMO Private Wealth is joined by Larry Zelvin, Head, BMO Financial Crimes Unit, for an insightful discussion on the rise in cybersecurity threats and steps we can take to better protect ourselves in the digital world.
Estate & Succession Planning
Estate planning for complex family dynamics
Today, the modern family comes in many different shapes and sizes; this diversity is having an impact on family relationships and the way families interact when addressing estate planning.
Current News / Affairs
2021 Federal Budget Review
On April 19, Finance Minister Chrystia Freeland presented her first Federal Budget from the minority Liberal government in the House of Commons. Since the government did not introduce a budget in 2020 because of the uncertainty of the COVID-19 pandemic, this was the first Federal Budget in more than two years.
