As a Private Banker at BMO Private Wealth, I specialize in advising professionals, business owners, and executives through complex financial landscapes and structuring sophisticated transactions. My priority is to guide clients toward achieving their financial goals, enabling them to focus more on the pursuits they value most.
I take the time to listen carefully and gain a deep understanding of your unique circumstances, financial needs, and long-term objectives. Leveraging the expertise of a dedicated team of BMO Private Wealth professionals, I deliver tailored advice, exceptional service, and seamless convenience. Whether managing everyday banking or addressing specialized financial needs, we take a holistic, integrated approach to create customized wealth plans that evolve alongside you and your family through life’s transitions.
By offering personalized, attentive service, I cultivate relationships built on trust, comfort, and longevity.
Personalized Relationship Management As your dedicated Private Banker, I am committed to understanding your situation fully and am always available to address your questions and requests. I coordinate closely with experts across estate planning, tax, and business succession to ensure all aspects of your financial life are harmonized.
Customized Lending Solutions In collaboration with experienced BMO lending specialists, I develop tailored borrowing strategies aligned with your specific goals. Whether securing financing through personal or professional holding companies, leveraging life insurance, or monetizing investments to free up cash flow, I help you access the right solutions for both immediate needs and long-term success.
Comprehensive Deposit and Cash Management Services We offer a wide range of competitive deposit and investment products, business cash management solutions, and convenient access tools—including advanced mobile banking applications. For clients with cross-border interests or property in the U.S., we provide specialized services to meet those unique requirements.
To learn more about how I may be able to help you with your Wealth Management objectives, please reach out at kari.perioris@bmo.com
Kari Perioris, PFP
Private Banker