I will provide you with tailor-made solutions tailored to your uniques banking and borrowing needs.
How I work with you
Personalized Relationship Management
As an account manager, I will familiarize myself with your situation and I am available to answer your questions and requests. I work with a team of professionals to meet all of your banking services needs: current financial obligations, integration with other financial services, estate planning, tax advice and succession planning, etc.
Customized Lending Solutions
Together with a team of seasoned BMO financing specialists, we together create a personalized borrowing strategy that meets your exact needs. I help you choose the solutions that will allow you to access the funds you need to achieve your short and long term goals. I can also help you get financing through private holding companies, take advantage of life insurance, monetize investments to free up cash, and meet other complex personal investment needs.
Managing Deposits and Other Services
We offer competitive deposit and investment products, corporate cash management services, and services that give you easy access to your money. Whether you are looking for the latest mobile apps to access your money or spending time in the United States, where you own a property, we can help.
Contact me to start thinking about your successful wealth journey.