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Contact Us

Frank Teti
Mark J. Moskowitz, CFA
Nkenna Johnson
Sophia Sam

Fax: 416-359-4941
Tel: 416-365-6029

Address
First Canadian Place
100 King St. W, 38th Floor
Toronto, ON
M5X 1H3
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FINANCIAL SERVICE PARTNERS

Ursula Maxwell
Senior Financial Services Manager
BMO Bank of Montreal
First Canadian Place Branch
Toronto Ontario

Ursula Maxwell is a valued member of BMO Financial Group, where we focus on a simple goal - helping our clients accumulate, grow, and protect their assets.

A Fellow Member of the Institute of Canadian Bankers since 1989, Ursula is a dedicated personal banker who brings her clients over 30 years' experience.

She has completed both the Investment Funds in Canada Course, The Canadian Securities Course, as well, has a diploma in Personal Financial Counselling. Well qualified to provide a complete range of financial solutions in a consultative and professional environment.

Ursula's expertise is valuable whether a client is just starting out in their career, looking for creative and sophisticated ways to finance investment opportunities, build a retirement portfolio or purchase a family home or cottage. She offers guidance on various mortgage and loan options, with the objective of ensuring that debt is managed in a prudent and cost effective manner.

Ursula also works closely with her partners in BMO Financial Group, to offer an integrated array of products and services designed to cover the complete range of investment, retirement, financial planning and wealth management needs - from simple to complex strategies.

To learn more about the benefits of having Ursula Maxwell work with you, you may reach her at the First Canadian Place branch @ (416) 867-7859, or by email at Ursula.Maxwell@bmo.com



 
 
Tony Stephens
Vice President, Estate and Insurance Advisor
BMO Estate Insurance Advisory Services
100 King Street West, 41st Floor
Toronto, Ontario, M5X 1H3
Tel: (416) 359-5212
Fax: (416) 359-7240

Tony joined BMO Estate Insurance Advisory Services in February 1997. He is an independent broker and is licensed to do business with all of the major insurance companies.

Tony brings with him a wealth of knowledge and experience in the financial services industry. Before joining BMO, Tony held management positions at a variety of financial institutions.

In 1985, Tony began specializing in insurance and estate planning strategies. His clients represent a broad cross section of business owners, executives, public organizations and private individuals.

Tony is dedicated to providing his clients with professional service and offering them his planning expertise.

To learn more about how Tony's planning and expertise may benefit you, please contact Frank Teti at 416-365-6029 respectively.