Paul Cooper, B.Comm.
Director, Wealth Solutions
As Director, Wealth Solutions at BMO Private Wealth based in Toronto’s financial core, I have the good fortune to combine my two professional passions: wealth management and helping affluent individuals and families to achieve their aspirations.
Wealth – and big banks – can seem complex. I work to simplify the many financial options available to you at BMO Private Wealth and navigate you to the right professionals and solutions.
Leveraging almost 25 years of experience and my deep knowledge of our collaborative team, I am uniquely positioned to build bridges across BMO to ensure you access the appropriate specialists and resources. We deliver investment management, private and commercial banking, estate and tax planning, business succession, philanthropy, legacy creation strategies, and capital markets expertise – all under one roof.
I will meet with you to uncover your financial needs, wants and objectives. During in-depth conversations, we will discuss a range of topics that are important to you and your family. Then, tapping into my extensive network, I will connect you with the relevant BMO specialists to develop your comprehensive and customized wealth blueprint that will evolve with your changing priorities. I will also work with your lawyer, accountant and family office to learn your complete wealth picture.
My aim is to establish the partnerships that will form the foundation for your long-term financial success.