As a Private Banker Leo advise professionals, business owners and executives on navigating intricate financial situations, and to structure complex transactions. Leo values guiding his clients to achieve their financial objectives, and to allow them to dedicate more time to the activities they value most.
I take time to listen and understand your circumstances, financial needs and goals – for today and the future. Then, I bring in a customized team of BMO Private Wealth professionals to offer unparalleled advice, service and convenience. From day-to-day to the most specialized needs, needs, we take a holistic approach to design a customized, integrated wealth plan. I regularly revisit this plan so it adapts as you and your family transition throughout life.
By delivering exceptional personalized service, I develop relationships that are trusting, comfortable and long-lasting.
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