Shelley Forsythe


 

Shelley Forsythe is the Director of Family Enterprise planning at BMO Family Office. She provides clients, families and enterprises with strategic guidance on their master plan of personal, financial, family and enterprise goals. This process guides clients 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.

Shelley has been in the financial services industry for over 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 and 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.