As a Private Banker at BMO Private Wealth, I advise Canadian families, professionals, business owners and executives on banking, lending and cash flow management to help them reach their business and personal financial objectives and dedicate more time to the activities they value most.
I take time to listen and understand each client’s circumstances, financial needs and goals – for today and the future. Then, I bring in a customized team of BMO Private Banking specialists to look at their entire financial picture. From day-to-day banking to specialized lending, we take a holistic approach to design a customized, integrated financial plan. I regularly revisit this plan and adapt it as the client transitions throughout life.
By delivering exceptional personal service, I develop relationships that are trusting, comfortable and long-lasting.
I joined BMO Private Wealth in <year> and have <number> years of banking and borrowing experience. I have an undergraduate degree from <X university and a < degree> from <X university>, and am a member of the <X institute/organization /society>.