Gurpreet Sohi, CFA, CFP®
BMO Nesbitt Burns
1959, 152 Street
White Rock, BC
As a medical professional, your financial needs are complex and always evolving. Our Platinum Banking Professional Plan is designed to meet all of your banking needs. We provide you with a comprehensive package of banking services and a dedicated Private Banker who understands the unique needs of medical professionals and can provide complete advice and solutions that consider both your professional and personal goals. Your Private Banker is available to you and will help you balance your personal, family and professional banking needs.
If you value exceptional personal service from a private banker– whether your banking and financial needs are straightforward or complex–then Platinum Banking was designed for you. Your private banker will partner with you to choose and manage your banking and financial solutions:
- banking services for you and your practice
- lines of credit, mortgages and other personal financing
- cross-border connections in various U.S. states
- term investments and mutual funds
Platinum Banking is based on the relationship you establish with your private banker, who acts as your personal financial advisor. Your private banker can assemble and coordinate a customized team of BMO Private Banking specialists in many areas, including investment management, estate and trusts, philanthropy, succession planning and concierge services. As well, other specialists from throughout BMO Financial Group can be called into play when needed. Platinum Banking is designed to give you control over your finances. We are a creative and caring team of professionals. Our people support you with their coordinated efforts and confident execution. For more information click here.