525 8th Avenue SW
BMO Crowfoot Branch
101 Crowfoot Way NW
Calgary , Alberta
Todd Coleman, MBA, CPA, CGA, FEA
Vice President, Business Advisory and Succession Planning
at BMO Wealth Management
Todd advises high net worth business owners in transition with strategic succession planning solutions, as part of an integrated wealth planning team. Levering a foundation in corporate finance, strong analytical skills and a broad industry network, Todd has a comprehensive understanding of the unique financial and personal complexities faced by affluent families and entrepreneurs. As a trusted partner, Todd coaches clients through the duration of their business transition – from initial negotiation strategies to an eventual sale or succession plan.
Todd joined BMO Wealth Management in 2010, after working as Vice President, Corporate Finance at PricewaterhouseCoopers
in Calgary, where he managed M&A transactions across several business sectors. Previously, he was the President of Austria
Import West, a Langley, BC-based family-owned enterprise.