Shannon Magna

Private Banker

Tel: 519-807-6302

Address

BMO Private Wealth
20 Erb St W
Waterloo, ON
N2L 1T2
Map

Contact Me

Exclusive Banking and Payment Solutions


 

Platinum Banking

Bringing platinum-level service to the table

Distinctive banking and borrowing needs call for an equally distinctive service offering: a dedicated banker adept at larger, more complex transactions, and able to oversee the unified management of personal, business and holding company accounts. We appreciate that it’s all part of a bigger picture and will coordinate with wealth planning experts, and our U.S. partners, to structure creative, customized solutions.

 

Exclusive Benefits

  • Full suite of cash management, debt and liquidity services
  • Access to wealth planning professionals in insurance, estate, tax and more
  • Cross-border accounts and commercial services for seamless banking
  • Specialized lending capabilities (e.g., leveraged life insurance and large loan products in U.S. or Canadian dollars or Euros)
  • Unlimited accounts, cash withdrawals and international debit transactions
  • Equity monetization to provide additional capital; single asset financing strategies
  • BMO World Elite Mastercard®; preferred exchange rates; BMO Online Banking for Business
  • Unified reporting and management of personal, business and holding company accounts
 

Click here to schedule a private consultation.