Senior Private Banker
Zaheer is a Private Banker at BMO Private Wealth. He advises Canadian families, professionals, business owners and executives on banking, lending and cash flow management to help them reach their business and personal financial objectives.
Zaheer was born and raised in Mumbai, India and his experience includes working in India, United Arab Emirates, U.S.A and Canada. As a Private Banker, he is focused on providing customized financial solutions that are tailored for unique banking and borrowing needs of high net worth families. Through the Private Banking platform, Zaheer helps his clients choose lines of credit, mortgages and offer competitive deposit and investment products and services that provide his clients with easy access to the funds they need to achieve their goals.
Using a holistic approach, Zaheer collaborates with his colleagues in BMO Private Banking to design integrated solutions to enable clients to help achieve their personal wealth goals. Zaheer’s goal is to empower clients with comprehensive and customized solutions for complex situations through coordinated and proactive wealth plans. Zaheer knows how to navigate the nuances and complexities of wealth management so that clients can have the confidence that their goals are within reach.
Zaheer joined BMO in 2014 and worked in the Bank’s Corporate Finance Division until late 2017. As a Director, Zaheer participated in all aspects of origination, structuring and monitoring of credit facilities for large corporate clients of the Bank. Prior to joining BMO, Zaheer worked as a Director, Business Development in a family owned business in Dubai from 2006-2012. Zaheer’s previous experience also includes working with a major American bank in their Corporate Debt Products group within Capital Markets in Dallas, U.S.A
He has an undergraduate degree with High Distinction from Indiana University, Kelley School of Business, U.S.A and an MBA from University of Toronto, Rotman School of Management.