Senior Investment Counsellor & Portfolio Manager
BMO Private Wealth
10175 – 101 St. NW
Here are a few words from some of my clients:
"Maya is such a pleasure to work with. Without fail, we get regular updates and she's always available when needed. Under her prudent and knowledgeable investment management, our savings have been well taken care of . Thank you Maya!"
"We have had the pleasure of developing a close working relationship with Maya and her team over the last 10 years. We are impressed by their team approach, high level of professionalism, attention to detail, easy accessibility and prompt responses to our questions and requests. We have been able to enjoy our retirement in part because we can completely trust Maya to help us make sound financial decisions for our future."
-G. & P. G.
"I’m retired and a long time senior! I am pleased to comment on my association and experience with BMO Private Banking and specifically Maya Patrie. That association began sixteen years ago and with Maya eight years ago. Sixteen years ago, the result of an uncomfortable and concerning incident with another major banking organization, prompted me to move my accounts and investments to the BMO. That decision involved many discussions with BMO personnel. Also affecting my decision to move was that family members had been well served long term by BMO. During those early discussions my personal and financial goals were established. Maya has adhered to and helped me to fine tune those early goals. I currently trust that I will be listened to and provided helpful valid information and advise during good and challenging times. I believe that a successful relationship with a bank is based on trust and straight forward counseling regarding financial risk. Also important to me is that the Investment Counsellor perceives me as more than a bank account. Maya has been that."
"I have had the pleasure of working with Maya Patrie for the past six years. The experience has been wonderful and she has displayed a very holistic approach in dealing with me and my aging mother as her clients. In my situation she was dealing with me and an aging parent which was not without challenges. My requirements over the years exceeded the normal investment requirements which were handled flawlessly. She and her team assisted with all of the items involved in dealing with an aging parent ranging from monthly payments, legal references, home sale and tax advice. No matter what my questions are, Maya is always able to get me to the right person for assistance. She and her staff have been invaluable to me."
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.