Extended Team

For over 16 years, Kurtis has worked with clients to provide an empowering vantage point from which to see the landscape of their personal finances. He believes wealth planning has just as much to do with people as numbers. During every step of the financial planning process, he fosters strong personal relationships based in trust, transparency, and mutual respect. Kurtis’s greatest impact is instilling confidence and peace of mind within the clients he works with

As a member of the Wealth Management Consulting team, Shane brings together the knowledge and experience of our in-house tax and estate professionals and works with Investment Advisors and their clients to develop sound wealth management plans. He provides support and direction about complex issues such as retirement and distribution planning, tax planning, cash management, estate and gift planning, transition planning and charitable giving.

Matt is a Private Banker at BMO in Winnipeg, and provides exceptional service and advanced planning for personal and commercial banking needs to successful Canadian families. Focused on helping clients achieve their financial goals, he collaborates with a team to offer comprehensive wealth management solutions, including investment management, planning, and trust services. Since joining BMO Private Banking in 2018, Matt has leveraged his six years of experience in personal banking. He holds a Bachelor of Commerce (Hons) from the University of Manitoba, along with the Financial Modeling & Valuation Analyst (FMVA®) designation and Certified Financial Planner (CFP®) mark. Matt’s commitment to ongoing education ensures he continuously enhances his client service.

As Senior Private Banker at BMO Private Wealth of knowledge and expertise in personal, corporate banking as well as Capital Markets transactions. Anthony focuses on insurance related lending as well mergers and acquisition financing. Anthony specializes in working with ultra high net worth families who have complex personal and commercial lending needs.

Evanthi, with over 10 years of banking experience, joined BMO Private Wealth in Winnipeg in 2019. She specializes in personal and commercial lending strategies for high-net-worth and ultra-high-net-worth individuals, offering tailored solutions for financing and day-to-day banking. Evanthi ensures her strategies align with clients' wealth goals, focusing on identifying needs, assessing situations, and implementing solutions while monitoring borrowings. She holds a Bachelor of Arts in Economics from the University of Manitoba and is a Branch Compliance Officer through the Canadian Securities Institute. Evanthi is a member of the Women Business Owners of Manitoba and serves on the Board of Community Financial Counselling Services.

David has been in the financial sector for the last 25 years. He’s been involved the in administration of estates and has been acting as a corporate trustee for the last 15 years. In addition, David works closely with families and their charitable foundations to achieve their philanthropic goals. David helps his clients with the proper administration of their estates. His professional services result in an efficient estate administration and often reduce family friction and conflict. As a professional trustee, David ensures your beneficiary’s needs are professionally attended to and guarantee stewardship of their trust. David is also an active member of the Estate Planning Council of Winnipeg.