Conor believes that legacy is everything. As an Estate Insurance Advisor at BMO Private Wealth, he works with select individuals and business owners to help them optimize their financial plan. This includes estate planning as well as tax planning strategies involving insurance. Each client has their own unique set of goals and objectives, and Conor specializes in building custom solutions to meet their needs and to help these client integrate the solutions into their overall financial plan.
As a Private Wealth Consultant at BMO Private Wealth, Bill bring professional expertise and advice to help individuals and their families enjoy the opportunities wealth brings while simplifying its complexities. effrey provides high net worth individuals and families advice on all aspects of banking and borrowing as part of your BMO Nesbitt Burns wealth planning teameffrey provides high net worth individuals and families advice on all aspects of banking and borrowing as part of your BMO Nesbitt Burns wealth planning team.
Bill builds a lasting relationship with each client by getting to know what matters most to them – their short- and long-term priorities on family, work, lifestyle and money. effrey has over 26 years of experience with BMO as a Sr. Financial Services Manager, Financial Planner and Private Banker. This has enabled him with the skills and knowledge needed to provide personalized solutions for your banking and borrowing needs.
Based on a full appreciation of the client’s unique needs, Bill engages a diverse team of BMO Private Wealth Professionals to help coordinate an array of solutions reflecting the individual’s values and priorities. From banking and investment management to estate and trust services and wealth planning, we create a customized, flexible wealth plan and constantly adjust it to external conditions and life transitions.