At BMO Private Wealth, you and your family's success take centre stage.

Our clients trust us to guide them on a personalized wealth management journey, where our deep heritage, expertise and award-winning service provide a foundation for endless possibilities.

Through personal and authentic relationships, my team and I will create comprehensive financial strategies based on your needs that will help you feel connected to, in control of, and secure with your wealth.

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Personalized Relationship

As your dedicated Private Banker, my team and I will become familiar with your situation, and are available to answer your questions, and respond to your requests.

From meeting your day-to-day financial obligations to integrating your banking needs with your other financial services, I work with my network of professionals to focus on all of your banking needs.

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    Customized Lending Solutions

    I work with you to create a specialized lending strategy that aligns with your specific needs, helping you choose the right solutions that allow you to access the funds you need, to reach your immediate and long-term goals.

    I can also help you to secure financing through Personal and Professional holding companies, leverage life insurance, monetize investment holdings to free up cash, and fulfill other complex personal borrowing requirements.

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      Daily Banking Management

      We offer competitive deposit and investment products, business cash management services, as well as services that provide you with easy access to your money.

      Whether you are looking for the latest in mobile apps to access your money, or you’re spending time and own property in the U.S., we can provide customized support.

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        Comprehensive Wealth Planning

        Wealth planning involves a number of strategies devised and executed by BMO Private Wealth professionals who specialize in key areas:

          • Trust Management

            • Business Succession & Family Governance

              • Retirement Planning

                • Insurance & Risk Management

                  • Philanthropic Giving

                    • Tax & Estate Planning

                      We work with your own advisors, such as your lawyer and accountant, to create your personalized wealth plan.

                        Let us help you be confident in your financial journey.

                        Get in touch today.