I serve very busy, affluent clients who need banking services with international scope and multigenerational wealth management. They include ultra-high net worth families, medical professionals, doctors, dentists, and C-suite executives. To earn the privilege of being their trusted Senior Private Banker, I forge strong relationships with my clients and their families and act as their single point of contact to the vast resources of BMO Private Wealth, delivering white-glove service. Combining sophisticated business acumen, extensive lending and wealth management experience and a reliable team, I can manage all your financial matters – from the simple to the complex – in your best interest, quickly and accurately. Tailored solutions. Constant care. I will craft customized solutions for your unique needs and strive to streamline all the moving parts of your financial life. Contact me 24/7 and I’ll ensure you have everything you need for yourself, your loved ones and your business. Rely on me to deliver:
Tailored private banking and wealth management services for your holding companies, numbered companies and family personal wealth management needs
Experienced oversight and service for your everyday banking and wealth planning
Highly customized borrowing and joint banking solutions
Navigation through intricate financial situations
Complex transaction structuring
Customized deposit services
Services to transfer rental properties into a numbered company
Insurance lending for medical professional corporations or holding companies
Leveraged life insurance deals (loans against life insurance cash surrender value)
Customized mortgages
For vacation properties, sons’ and daughters’ homes, company real estate and all related banking services
International and cross-border banking services
Available 24/7 to accommodate all time zones
Introductions to my U.S. banking and wealth management team
Advanced, encrypted BMO Private Banking technology
Accomplish everything electronically – even sign documents in the comfort of your home or remote vacation property
Close liaison with your lawyers and accountants:
Integration of their recommendations into your Wealth Plan
Assistance navigating their advice.
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