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Home
Your Needs
Our Services
Our Services
Philanthropy
About Responsible Investing
Wealth Planning for Executives and Professionals
Retirement planning
Investment Management and Advice
Tax planning
Wealth planning
Business Advisory & Succession
Banking and Borrowing
Estate Planning and Trust Services
Cross-border solutions
About Us
About BMO Private Wealth
Leadership Team
Community
Join Us
Women at BMO Private Wealth
Training & Mentoring
Join Us
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Home
Your Needs
Our Services
Our Services
Philanthropy
About Responsible Investing
Wealth Planning for Executives and Professionals
Retirement planning
Investment Management and Advice
Tax planning
Wealth planning
Business Advisory & Succession
Banking and Borrowing
Estate Planning and Trust Services
Cross-border solutions
About Us
About BMO Private Wealth
Leadership Team
Community
Join Us
Women at BMO Private Wealth
Training & Mentoring
Join Us
Leadership Team
Branch Management Team
Liza Cheong
Vice-President, Market Leader
Email
liza.cheong@nbpcd.com
Telephone number
905-845-3412
Cell number
416-452-2325
James Waters, MBA, CPA, CFP®, CIWM
Director, Assistant Market Leader
Email
james.waters@nbpcd.com
Telephone number
647-391-9770
Jonathan Falzon
Director, Assistant Market Leader
Email
jonathan.falzon@nbpcd.com
Telephone number
416-885-7771
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Andrea Scarlato
Branch Operations Manager
Email
andrea.scarlato@nbpcd.com
Telephone number
437-213-5068
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Support
Resolving Problems or Concerns