As a Senior Private Banker, Christopher creates and implements bespoke banking and lending solutions for ultra-high-net-worth families, business owners and entrepreneurs, ensuring dedicated, results-oriented service. Acting as a trusted partner, his sole focus is to meet the unique needs of every client to deliver a boutique experience that fosters meaningful, long-term relationships. Importantly, Christopher understands – and can effectively addresses – the inherent challenges of wealth – from the unified management of personal, business and holding company accounts, to offshore income and complex credit structuring.
Christopher developed knowledge and experience in the financial service industry as a Commercial Account Manager with BMO Bank of Montreal based out of First Canadian Place in Toronto. Christopher’s depth of experience in both Personal and Commercial banking positions him well to service his client base of successful business owners and professionals.
Jason has over 20 years of banking experience and has been recognized multiple times as a top performer due to his passion for building deep relationships with his clients. This is evident in how his clients have followed him throughout the growth of his career. Jason is a team player and is able to work effectively with clients and their internal and external professionals to cover all of your banking needs. In his spare time, he loves to spend time with his family and his new dog Louie. Jason is an avid Tennis player and local member of the Grimsby Tennis Club. He enjoys golfing and fishing as well.
As a Private Banker at BMO Private Wealth, Kevin advises Canadian families, professionals, business owners and executives on banking, lending and cash flow management to help them reach their business and personal financial objectives and dedicate more time to the activities they value most. He takes time to listen and understand each client’s circumstances, financial needs and goals – for today and the future. Then, he brings in a customized team of BMO Private Banking specialists to look at their entire financial picture. From day-to-day banking to specialized lending, we take a holistic approach to design a customized, integrated financial plan. Kevin regularly revisits this plan and adapts it as the client transitions throughout life.