As a Private Banker at BMO Private Wealth, I advise professionals, business owners and executives on navigating intricate financial situations, and to structure complex transactions. I value guiding my clients to achieve their financial objectives, and to allow them to dedicate more time to the activities they value most.

I take time to listen and understand your circumstances, financial needs and goals – for today and the future. Then, I bring in a customized team of BMO Private Wealth professionals to offer unparalleled advice, service and convenience. From day-to-day to the most specialized needs, needs, we take a holistic approach to design a customized, integrated wealth plan. I regularly revisit this plan so it adapts as you and your family transition throughout life.

By delivering exceptional personalized service, I develop relationships that are trusting, comfortable and long-lasting.

Matthew has worked in the insurance industry for over ten years and has a degree in Economics and Personal Financial Planning from Wilfrid Laurier University, as well as his Certified Financial Planner (CFP) and Chartered Life Underwriter (CLU) designations. He has a passion for problem solving and finding unique estate planning and insurance solutions for clients through a mix of analysis and his past experience working on complex cases with clients.

BMO Estate Insurance Advisory Services delivers innovative and customized insurance solutions to clients through our Estate & Insurance Advisors (Financial Security Advisors in Quebec). We assess your wealth management needs and recommend insurance strategies that are designed to preserve, enhance, transfer and protect the wealth you’ve created. Whether you’re focused on growing your investments in a tax-efficient way, leaving a legacy to your heirs, or have concerns about adequate insurance coverage, we will collaborate with your advisor to help with your estate and insurance needs

Our people and partnerships set us apart from other trust companies. We have eliminated silos to work closely with specialized internal professionals across BMO Financial Group to put the right people in front of your family.
We are local, responsive, and have experience in the industry. The trust and advisory service business is all about people. We are very well known in the trust community and have built a strong track record of excellent service. Our team is caring and capable, so you can trust that you will have an excellent experience with BMO Trust Company.