We have very much valued the BMO private investment counsel provided by Lori and her team. Not only do they provide a personalized touch, but their responses to our requests have been timely and insightful. In this time of financial instability and uncertainty due to the pandemic, this has been particularly appreciated. Tracy & Steph O., January 2022
Lori has looked after our investments for 10 years. She’s professional, personable and is on top of the business. We couldn’t be happier with how she has looked after our investments. M.R., January 2022
Upon the passing of my husband I was looking for an investment specialist who would help me with my portfolio and after meeting with Lori Graham at BMO I knew she would take care of my finances. She listened to my goals and needs. Her team of investment specialists from Estate and Will planning to setting out a BMO Wealth Plan with her financial planners and working with my accounting firm Lori has ensured that all of my objectives would be achieved and more! Lori cares and listens and I know that my funds invested through Lori at BMO will produce the results she planned and provide me with funds throughout my retirement! And I am confident enough in her financial wisdom that I have recommended to my family members that they also deal with Lori and I know they have also felt the same sense of security with their decision that I have Paula H., January 2022
The BMO service provider I am working with is excellent in her contact with me. The incentives are good, video presentation, Damian Warner interview and the movie night. I am happy with my investment progress. C.M., January 2022
We have been clients of Lori for about 10 years, first at the branch level and finally in the BMO Private Wealth area. We have totally enjoyed working with her as she puts her professionalism forward and her advice has always been true. We have always been comfortable with her managing our portfolio. It’s been a pleasure. Chuck & Kathy J., January 2022 The opinions expressed above are those of the named client author and are in no way representative of the views of all clients. Client testimonials do not constitute a guarantee, warranty, or prediction regarding outcome of your investments.