BMO Family Office

Shelley is the Director of Family Enterprise planning at BMO Family Office, an integrated wealth management provider that serves ultra-affluent individuals, families and family offices across their tax, estate, investment, philanthropic, risk and family capital needs.

She provides clients, families and enterprises with strategic guidance on their master plan of personal, financial, family and enterprise goals.  This process guides them to navigate towards what’s important and enables them to make purposeful decisions regarding their wealth and legacy.  Shelley takes an in-depth approach to gain insight into each client’s overall goals and intentions to customize intergenerational options and solutions.  She specializes in facilitating family governance and legacy conversations to promote education, harmony and effective communication across generations.  

Of paramount importance to Shelley is maintaining client confidentiality and creating a realistic timeline and roadmap to implement immediate and long-term priorities.  She frequently collaborates with a client’s advisory team of trusted advisors to facilitate the implementation and coordination of frameworks, processes and accountabilities.

Shelley has been in the financial services industry for 30 years.  Her experience includes banking, investment management, financial planning, trust company and family office experience.  She has earned eight professional designations in various disciplines, including the Family Enterprise Advisor (FEA), Certified Exit Planning Advisor (CEPA), Trust & Estate Practitioner (TEP), Certified Financial Planner (CFP), and Master Financial Advisor-Philanthropy (MFA-P).

Shelley’s goal is to empower clients with comprehensive and customized solutions, resolving complex situations through coordinated and proactive wealth and legacy plans.

Alexander is the Investment Strategist for the BMO family Office. He is responsible for Ultra High Net Worth client asset allocation, portfolio construction, with an emphasis on alternative investments and enhanced portfolio reporting.

Prior to BMO, Alexander was at one of the most prestigious financial firms for 11 years, working across trading, portfolio management and alternative investments. He led a number of fundraisings for Private Equity at the firm as well as other alternative managers. He also worked with clients developing portfolios using cross asset solutions.

Alexander is a Chartered Financial Analyst and completed his Bachelors of Commerce at the University of Toronto. He resides in Toronto with his wife and two children.