Paul is Head of BMO Family Office, Canada. The integrated services team serves the wealth professionals throughout BMO Private Wealth by providing solutions to their Ultra HNW individuals, businesses, and family offices to support their financial planning, tax & estate, investment, philanthropic, and risk & capital needs.

In this role, Paul focuses on fully developing and executing the “go to market” strategy to grow the business. This includes formalizing the value proposition to clients, partners and talent. He focuses on the client experience, including client acquisition and the overall client relationship management process and service model in partnership with BMO Private Wealth advisors.

Paul joins the BMO Family Office team with 25+ years of domestic & international experience managing business development, people development, and sales & service at various financial institutions. He is client-centric and performance-oriented, with extensive experience around investments in the UHNW and Family Office space. Prior to BMO, Paul spent time mentoring, coaching, and consulting in the financial services field. Paul also held senior management roles at numerous Top 5 financial institutions in the country. 

Paul currently sits on the board of Capital Direct Income Trust. He is immensely proud of his time and effort spent supporting community causes that range from the United Way, Oshawa Hospital (Cancer Care) Foundation, and First Peoples’ Truth & Reconciliation efforts. Paul earned a BA from the University of Toronto and has completed his CIMA and Investment Management Consulting from the Wharton School of Business.

Residing between Fenelon Falls and downtown Toronto, Paul and his wife have 2 children studying at university. When possible, he finds time to golf, ski, and cheer on the Toronto Maple Leafs.

Shelley is the Director of Family Enterprise planning at BMO Family Office, an integrated wealth management provider that serves ultra-affluent individuals, families and family offices across their tax, estate, investment, philanthropic, risk and family capital needs.

She provides clients, families and enterprises with strategic guidance on their master plan of personal, financial, family and enterprise goals.  This process guides them to navigate towards what’s important and enables them to make purposeful decisions regarding their wealth and legacy.  Shelley takes an in-depth approach to gain insight into each client’s overall goals and intentions to customize intergenerational options and solutions.  She specializes in facilitating family governance and legacy conversations to promote education, harmony and effective communication across generations.  

Of paramount importance to Shelley is maintaining client confidentiality and creating a realistic timeline and roadmap to implement immediate and long-term priorities.  She frequently collaborates with a client’s advisory team of trusted advisors to facilitate the implementation and coordination of frameworks, processes and accountabilities.

Shelley has been in the financial services industry for 30 years.  Her experience includes banking, investment management, financial planning, trust company and family office experience.  She has earned eight professional designations in various disciplines, including the Family Enterprise Advisor (FEA), Certified Exit Planning Advisor (CEPA), Trust & Estate Practitioner (TEP), Certified Financial Planner (CFP), and Master Financial Advisor-Philanthropy (MFA-P).

Shelley’s goal is to empower clients with comprehensive and customized solutions, resolving complex situations through coordinated and proactive wealth and legacy plans.

Alexander is the Investment Strategist for the BMO family Office. He is responsible for Ultra High Net Worth client asset allocation, portfolio construction, with an emphasis on alternative investments and enhanced portfolio reporting.

Prior to BMO, Alexander was at one of the most prestigious financial firms for 11 years, working across trading, portfolio management and alternative investments. He led a number of fundraisings for Private Equity at the firm as well as other alternative managers. He also worked with clients developing portfolios using cross asset solutions.

Alexander is a Chartered Financial Analyst and completed his Bachelors of Commerce at the University of Toronto. He resides in Toronto with his wife and two children.