As a Senior Private Banker, Christopher creates and implements bespoke banking and lending solutions for ultra-high-net-worth families, business owners and entrepreneurs, ensuring dedicated, results-oriented service. Acting as a trusted partner, his sole focus is to meet the unique needs of every client to deliver a boutique experience that fosters meaningful, long-term relationships. Importantly, Christopher understands – and can effectively addresses – the inherent challenges of wealth – from the unified management of personal, business and holding company accounts, to offshore income and complex credit structuring.
Christopher developed knowledge and experience in the financial service industry as a Commercial Account Manager with BMO Bank of Montreal based out of First Canadian Place in Toronto. Christopher’s depth of experience in both Personal and Commercial banking positions him well to service his client base of successful business owners and professionals.
James Waters, CFP, CIWM
Director, Wealth Planning
James is part of an integrated team of in-house technical specialists that work together to facilitate a superb client experience that delivers customized solutions to address the unique and complex needs of clients.
Prior to joining BMO in 2015, James worked at boutique investment firm, a large insurance company and as a subject matter expert for Moody’s Analytics. James has experience with the creation and implementation of complex financial plans to service high net worth families and individuals including professionals, executives, business owners and professional athletes.
James is a Certified Financial Planner and Certified International Wealth Manager. In addition, he is also a student at the Lazaridis School of Business and Economics in the MBA CPA program.