After getting to know what matters most to you and learning your short- and long-term priorities regarding family, work, lifestyle and money, I can help you determine your needs and align you with the best suited BMO partner(s) to address them. Your needs may include investment advice, discretionary portfolio management, holistic financial planning services, business or private banking solutions, the right mortgage or credit card – or any combination of these.
I will ensure you are introduced to the best team and specialists for your needs and mindset – people who speak your language. In addition, I can help you decode industry terms, titles and credentials and understand the options and strategies available to help you manage your assets and plan for a successful financial future.
Then, your curated, diverse and seasoned team of BMO Private Wealth professionals will:
Work together to coordinate an array of solutions that reflects your values and priorities.
Create a bespoke and flexible wealth plan that is right for you.
Constantly adjust your plan and banking needs to external conditions and life transitions to ensure your goals are proactively, strategically managed.