As a Private Banker at BMO Private Wealth, I advise professionals, business owners and executives on navigating their financial situation and help them structure complex transactions.
I take time to listen and get to know my clients and their families on a very personal level. I am a firm believer that relationships take trust and trust works two ways. When I get to know my clients I become better equipped to take care of their needs and goals – for today and the future.
I firmly believe in being my clients quarterback and surround the client with a customized team of BMO Private Wealth professionals to offer unparalleled advice, service and convenience. From day-to-day banking to more complex specialized needs such as Wealth Planning that includes Estate, Tax and Legacy planning.
By delivering exceptional personalized service, I develop relationships that are trusting, comfortable and long-lasting with multiple generations.
Client Testimonial:
Dorota is committed to developing and cultivating relationships built on trust. The success that she has enjoyed throughout her career is directly attributed to her overarching philosophy of always "putting the client first" and listening to understand their specific needs, a principle that she is deeply committed to