Our team is proud to have

  • Recognition as one of the firms’ leading teams in terms of client satisfaction
  • Many decades of combined advisory experience
  • Deep knowledge of investing, financial planning, commercial banking and lending
  • Access to the vast resources of BMO Private Wealth, one of North America’s leading full-service wealth management firms
  • Investors with investable assets ranging from $1M to $100M+
  • More than $700 million in assets under management
Meet The Team

 

 

 

Your life is busy. Leave your complex wealth needs to us.

We provide creative, tailored, outside-the-box strategies and a wide range of wealth planning services, quarterbacked with precision and efficiency for very busy people.

 

Most of our clients are self-made entrepreneurs, company leaders and retirees who appreciate doing their private and business banking under one roof – an offering unique to BMO Private Wealth. Many of our clients are in real estate, others are retired. All appreciate our intergenerational services.

 

Often, we meet affluent people whose holdings are scattered. Our team can help you to manage all your assets in an integrated, holistic and coherent manner. We will manage your portfolio, tax strategies, estate plan, trusts, insurance solutions, real estate holdings, philanthropic giving, and private and commercial banking needs.

 

 

You experience simplicity and confidence as we design and manage strategies to help you meet your goals, minimize tax and address gaps and liabilities you may not have considered.

Contact Us

Events

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Exceptional Canadian and International Art - Cowley Abbott Auction House

Event date and time Nov 22, 2023 05:00 PM Eastern Standard Time - Nov 22, 2023 08:00 PM Eastern Standard TimeNov 22, 2023 05:00 PM Eastern Standard Time - Nov 22, 2023 08:00 PM Eastern Standard Time

Event location 326 Dundas Street West , Toronto, ON326 Dundas Street West , Toronto, ON

BMO Family Office, together with Cowley Abbott Auction house, invites you and a guest to a cocktail reception and exclusive viewing of the Exceptional Canadian and International Art exhibit.

RSVP

Empowering Women's Success and Mental Health

Event date and time Nov 21, 2023 07:45 AM Eastern Standard Time - Nov 21, 2023 09:30 AM Eastern Standard TimeNov 21, 2023 07:45 AM Eastern Standard Time - Nov 21, 2023 09:30 AM Eastern Standard Time

Event location 100 King Street West, First Canadian Place York Room, 68th Floor, Toronto, Ontario100 King Street West, First Canadian Place York Room, 68th Floor, Toronto, Ontario

BMO Private Wealth, in partnership with Womenmind, invites you to an exclusive conversation with Sandi Treliving, Director on the CAMH Foundation Board and founding funder of CAMH Womenmind, Dr. Liisa Galea, Treliving Family Chair in Women’s Mental Health and Senior Scientist, Centre for Addiction and Mental Health, and Zoey Dash McKenzie, Founding Partner, Public Ventures.

 

We’ll discuss the ground-breaking research being done at Womenmind on women’s mental health and how it can be applied to help women thrive in all aspects of their lives. We’ll hear from inspiring female entrepreneurs on how they prioritize their mental health while building their businesses

RSVP

We’ve Done It Again!

 

 

 

BMO Private Wealth has been recognized as the
Best Private Bank in Canada for 2023 by World Finance Magazine

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Recognized by BMO Private Wealth