Wealth planning from experts across BMO Private Wealth

In addition to providing banking and borrowing solutions, I will lead a team of specialists across BMO Private Wealth to bring you unified and complete wealth leadership, all under one roof:

  • Investment management

  • Tax strategies

  • Trust and estate planning

  • Insurance solutions

  • Business valuation and succession planning

  • Investment banking

  • Commercial banking

  • Philanthropic options, and more.


If you own multiple companies, properties, insurance policies and international assets, we have the sophistication to help you structure your assets and liabilities, minimize tax, and efficiently transfer your wealth to your heirs according to your precise wishes. Investment returns are not the only way to maximize your wealth.