As a Private Banker at BMO Private Wealth, Amy advises Canadian families, professionals, business owners and executives on banking, lending and cash flow management to help them reach their personal financial objectives and dedicate more time to the activities they value most.
Amy works closely with her clients to determine their everyday banking, lending & wealth planning needs. With her extensive knowledge of BMO products, Amy brings her expertise in delivering various financing and lending structures that align with our clients specific needs. Partnering with various professionals who have expertise in tax and estate planning, insurance and investments allows Amy to bring a tailored plan that is unique to our clients’ circumstances & needs.
Amy has been an active member of her Home Community in the Beaches area of Toronto. Amy volunteers at her local Community Centre and has been actively involved in Community events for the last 8 years.