Senior Investment Counsellor and Portfolio Manager
BMO Private Wealth
20 Erb St W
Integrated Collaborative Services
I will streamline the triage between you, our team, your other advisors (i.e Lawyers/Accountant). The goal here would be to ensure the right advisors and steakholders are involved in the decision making process.
At your business year-end, we send out tax packages to you and your accountant to save you from locating receipts. If your accountants have questions, they can come to us instead of you.
We have deep relationships with partners within BMO Financial Group and will connect you to the right financing opportunities according to your level of need. I will liaise with our Business & Commercial Banking network of lending specialists and corporate finance specialists