Our Partners in Private Banking

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.

With over three decades of experience at BMO Financial Group and over a decade of experience as a Private Banker, Susan is a leader in providing integrated services to affluent families at all stages of their lives. Susan has extensive banking and lending experience with both personal and commercial clients, guiding families through tough times of transition and meeting their day-to-day needs. Susan has focused on serviing affluent and ultra-high net worth individuals and families, as well as corporations and institutions throughout Vancouver Island.