Private Banker BMO Private Wealth
As your dedicated Private Banker, I will become familiar with your situation, and am available to answer your questions, and respond to your requests.
From meeting your day-to-day financial obligations, integrating your banking needs with your other financial services, estate planning, tax and business succession advice, I work with a team of professionals to focus on all of your banking needs.
Wealth Planning Consultant
As a professional with over 20 years in the Wealth Management industry, developing and fostering client relationships with business owners, professionals and corporate executives, Elly has always prided himself on taking a client-first approach to Financial Planning.
Elly joined BMO Private Wealth in 2013. Prior to joining BMO, Elly was an advisor providing Mutual Fund, Insurance and Financial Planning advice to a portfolio of medium and HNW clients. He also worked as an Investor Consultant providing fee-only Financial Planning advice, and then as a Financial Planner for the advisor network.
Director, Tax Planning
Dante advises high net worth business owners and families on specialized Tax & Estate solutions aimed at maximizing their wealth, as part of an integrated wealth planning team. Drawing on over a decade of tax accounting experience, his clients benefit from a depth of informed insight and the ability to distill complex concepts into actionable strategies.
Dante joined BMO Wealth Management in 2015 from global professional services firm Deloitte LLP, where he worked for 10 years in progressively senior roles, managing and executing detailed reviews of complex corporate, personal, partnership and trust tax compliance and planning engagements.
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.