Senior Private Banker
BMO Private Wealth
525 8th Ave SW
Let me introduce you to a seamless cross-border banking experience.
I believe banking should be simple, even if you’re working, living full- or part-time as a Snowbird, or buying property in the U.S. BMO Wealth Management offers you access to an interconnected team of wealth professionals to ensure your banking experience is seamless north and south of the border. Through BMO Bank of Montreal and BMO Harris Bank, BMO Wealth Management offers a variety of convenient cross-border banking products and solutions.
Together we can help meet your cross-border banking needs:
To discuss your cross-border bank account needs, call or set up an appointment with me.
Bank accounts in Canadian and U.S. dollars, plus online tools that let you take care of your everyday banking needs both north and south of the border; access U.S. dollars in the U.S., transfer funds, manage your accounts, and pay your bills with ease
Credit card that let’s you shop in U.S. dollars
Fixed or adjustable rate mortgages you can apply for using your Canadian credit history if you don't have a U.S. credit history
Travel insurance for single or multiple trips, short or long-term visits to the U.S.2
We also offer convenient cross-border wealth planning services
Wealth Planning with professional financial planners who are experienced in cross-border planning
Trust and Estate Planning with cross-border professionals who can work with your legal and tax advisors to address your cross-border needs