As a Private Banker at BMO Private Wealth, I advise Canadian families, professionals, business owners and executives on banking, lending and cash flow management to help them reach their business and personal financial objectives and dedicate more time to the activities they value most. I take time to listen and understand each client’s circumstances, financial needs and goals – for today and the future. Then, I bring in a customized team of BMO Private Banking specialists to look at their entire financial picture. From day-to-day banking to specialized lending, we take a holistic approach to design a customized, integrated financial plan. I regularly revisit this plan and adapt it as the client transitions throughout life.

Amy is a Chartered Accountant and a Wealth Planning specialist. Prior to joining BMO, Amy specialized in tax while working for one of the Big Four accounting firms supporting clients with their personal and corporate tax planning, compliance, tax reorganizations, business succession, as well as trust and estate planning needs. Amy provides in-depth tax knowledge to high net worth clients and their families with tailored wealth plans to help clients make informed financial decisions. She is proud to collaborate with a team of highly disciplined specialists as a trusted advisor.

Michael advises high net worth individuals, families, professionals and business owners on comprehensive wealth planning including Retirement, Tax, Trust & Estate, Succession and Philanthropic planning and solutions. Drawing on extensive experience, he helps clients understand and articulate objectives for their wealth and family. A skilled listener, Michael focuses on discovery to identify issues and narrow the scope of planning solutions.

Sue advises high net worth individuals and families on specialized estate and trust solutions as part of an intregrated wealth planning team. She advises clients on their complex estate planning to help them understand the different strategies that they can use to preserve family relations and maximize their wealth.

Prior to joining BMO Private Wealth, Sue gained invaluable experience at an Ontario law firm, where her practice focused on private client services including estate planning, trusts, wills and estate administration ranging from routine matters to complex multi-jursidictional estates. Sue previously worked with a large national trust company where she dealt with high net worth clients and advised them on their complex estate planning.