Head, Client Development & Experience, BMO Family Office
Paul is Head of BMO Family Office, Canada. The integrated services team serves the wealth professionals throughout BMO Private Wealth by providing solutions to their Ultra HNW individuals, businesses, and family offices to support their financial planning, tax & estate, investment, philanthropic, and risk & capital needs.
In this role, Paul focuses on fully developing and executing the “go to market” strategy to grow the business. This includes formalizing the value proposition to clients, partners and talent. He focuses on the client experience, including client acquisition and the overall client relationship management process and service model in partnership with BMO Private Wealth advisors.
Paul joins the BMO Family Office team with 25+ years of domestic & international experience managing business development, people development, and sales & service at various financial institutions. He is client-centric and performance-oriented, with extensive experience around investments in the UHNW and Family Office space. Prior to BMO, Paul spent time mentoring, coaching, and consulting in the financial services field. Paul also held senior management roles at numerous Top 5 financial institutions in the country.
Paul currently sits on the board of Capital Direct Income Trust. He is immensely proud of his time and effort spent supporting community causes that range from the United Way, Oshawa Hospital (Cancer Care) Foundation, and First Peoples’ Truth & Reconciliation efforts. Paul earned a BA from the University of Toronto and has completed his CIMA and Investment Management Consulting from the Wharton School of Business.
Residing between Fenelon Falls and downtown Toronto, Paul and his wife have 2 children studying at university. When possible, he finds time to golf, ski, and cheer on the Toronto Maple Leafs.
Chief Operating Officer & Investment Platforms, BMO Family Office
Neil Hershcovitch is Chief Operating Officer, & Head, Investment Platforms for BMO Family Office, an integrated wealth management provider that serves individuals, families and family offices across their tax, estate, investment, philanthropic, risk and capital needs.
In this role, Neil is responsible for all operational management of the Family Office business, together with the continued development of the Canadian Investment platform, and delivery of an integrated North American offering for Family Office and Ultra High Net Worth clients.
Prior to this, Neil was Head of Investments, and lead architect for the development of the Family Office platform in Canada, with responsibility for setting overall strategy for this key priority segment.
Neil joined BMO in 2011 as Managing Director, Corporate Finance, in the Vancouver office. As part of the Diversified Industries group, Neil originated and structured debt financings across a range of sectors including hospitality, distribution, healthcare, and insurance. In 2019, Neil moved into BMO Wealth Management.
Prior to BMO, Neil was in London, UK, at Barclays Capital and Royal Bank of Scotland Global Markets, and worked across Foreign Exchange, Derivatives, and Prime Brokerage.
Neil sits on the Genesis Board of UJA Federation of Greater Toronto, and the Investment Committee of Associated Hebrew Schools, Toronto. He holds a Bachelor of Honors in Business & Management from Liverpool John Moores University, England, and now resides in Toronto with his wife and two children.
Husayn is a Director on the BMO Family Office Team where he is the primary contact for wealth professionals outside of the Quebec Market. He is responsible for coordinating the delivery of a specialized suite of services across investments, philanthropy, family governance, planning, and other areas of the business.
Prior to joining the Family Office Team, Husayn was a Partner in a family manufacturing business in charge of leading the growth of the US Business. Prior to this, Husayn spent 10 years in BMO’s Commercial business in various roles, including as Director, Diversified Industries – Corporate Finance Division, where he was responsible for the portfolio management of large public and private companies, and the credit underwriting of complex transactions.
Husayn holds a Bachelor of Arts in Economics from McGill University and was awarded the Dean’s Honour List and is a McGill University Scholarship Recipient. Husayn resides in Toronto.
Shelley Forsythe, FEA, TEP, CFP
Director, Family Enterprise Planning, 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.
Head, Alternatives Research, Canada BMO Family Office
Arthur has over a decade of experience in the investment industry across all asset classes. As BMO’s Head of Alternative research, he is responsible for providing insight, support and research on the alternative asset class. These responsibilities include alternative portfolio construction for UHNW clients, maintenance of the recommended list and product shelf.
Prior to BMO, Arthur spent over 7 years of his career in a client facing & portfolio management role at another major financial institution. As a result, Arthur has a unique understanding of how alternatives are designed to fit within a broader portfolio to minimize risk and maximize return.
Arthur is a Charter Financial Analyst, Chartered Alternative Investment Analyst and Personal Financial Planner. Arthur’s commitment to a variety of education emphasizes his commitment to thinking broadly while specializing in the unique alternative asset class.
Alexander Jansen, CFA
Investment Strategist, BMO Family Office
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.