Private Banker, BMO Private Wealth
As a Private Banker at BMO Private Wealth, Paul advises professionals, business owners and executives on banking, lending and cash flow management to help them reach their business and personal financial objectives so clients can dedicate more time to the activities they value most. From day-to-day banking to specialized lending, Paul and his team take a holistic approach to design a customized plan
Paul joined BMO in 2007 and has worked with BMO Private Client Division for more than a decade. As a University of Alberta alumni, with a team of experts to assist with Financial Planning, Investments, Trust and Estates, Philanthropy and Charity, Insurance, and succession planning tailored to each households goals.
Married with two children, Paul and his wife can often be found at rinks or gymnasiums supporting their kids in sports programs on the weekends. Paul and his family also enjoy traveling, and hosting family and friends at their home during holidays and special events.
Private Banking Officer, BMO Private Wealth
As a Private Banking Officer, Katherine brings a dynamic range of banking experiences with close to a decade working at BMO. Katherine supports many aspects of everyday banking for clients’ personal and business needs. Her professionalism and knowledge are coupled with efficient and responsive, client service.
In her spare time Katherine and her husband, enjoy traveling and weekend trips to the mountains. Katherine’s has a passion for animals. She’s known to volunteer with rescues animals, and support related causes.