Solutions to meet your complex needs.

With a financial structure that often includes multiple holding companies, trusts, and both personal and business accounts, my clients require tailored products and services suited to their ultra-high net worth. From everyday transactions to long-term strategies, BMO Private Wealth solutions can meet your complex needs—while I provide personalized management to make it all feel simple.

 

How I work with you

I will provide customized solutions tailored for your unique banking and borrowing needs.

Exclusive Banking

  • Cash management solutions to simplify personal and business needs.
  • Access to a full suite of investment products, including GICs, term deposits and exclusive High Interest Savings Accounts.
  • Money where and when you need it, with unlimited accounts and cash withdrawals; higher limits for Mobile Cheque Deposits, payments, and e-transfers; as well as convenient digital tools.
  • Unified management for personal, commercial, holding company, and trust accounts.
  • Preferred exchange rates, and unlimited access to a global network of select ATMs.
  • Cross-border banking services to easily save and spend in U.S. dollars.

 

Customized Borrowing

  • Cash management solutions to simplify personal and business needs.
  • Access to a full suite of investment products, including GICs, term deposits and exclusive High Interest Savings Accounts.
  • Money where and when you need it, with unlimited accounts and cash withdrawals; higher limits for Mobile Cheque Deposits, payments, and e-transfers; as well as convenient digital tools.
  • Unified management for personal, commercial, holding company, and trust accounts.
  • Preferred exchange rates, and unlimited access to a global network of select ATMs.
  • Cross-border banking services to easily save and spend in U.S. dollars.

 

Informed Management

  • Dedicated and efficient service for a hassle-free experience.
  • Clear guidance through every process and in understanding the big picture.
  • Timely advice regarding new products or new approaches aligned with your goals.
  • Seamless integration with BMO Private Wealth partners in insurance, estate planning, tax strategies, philanthropic advisory, and more.
  • Collaboration with your external advisors, such as lawyers, accountants, investment professionals, or Family Office team.

“Courteous and timely responses to my requests for assistance; and a high degree of knowledge and sophistication. -Samuel

There's a simpler way to manage your complex wealth.

Schedule a private consultation.