Our Partners

Matthew has worked in the insurance industry for over ten years and has a degree in Economics and Personal Financial Planning from Wilfrid Laurier University, as well as his Certified Financial Planner (CFP) and Chartered Life Underwriter (CLU) designations. He has a passion for problem solving and finding unique estate planning and insurance solutions for clients through a mix of analysis and his past experience working on complex cases with clients.

BMO Estate Insurance Advisory Services delivers innovative and customized insurance solutions to clients through our Estate & Insurance Advisors (Financial Security Advisors in Quebec). We assess your wealth management needs and recommend insurance strategies that are designed to preserve, enhance, transfer and protect the wealth you’ve created. Whether you’re focused on growing your investments in a tax-efficient way, leaving a legacy to your heirs, or have concerns about adequate insurance coverage, we will collaborate with your advisor to help with your estate and insurance needs

Renee has more than 15 years of experience working in public accounting and tax in the Windsor area. She has recently obtained her CFP designation to facilitate financial planning for BMO clients. 

As a dedicated Wealth Planning Director, Renee creates comprehensive wealth plans for high net worth clients. She focuses on individual needs to create unique and meaningful wealth plans for clients. As part of the high net worth team within BMO Wealth, Renee ensures clients receive detailed information and recommendations regarding retirement planning, education savings, estate planning, tax planning, business succession and insurance reviews.  Together, they aim to personalize financial conversations to ensure clients are receiving the most meaningful advice at all stages of life.

As a Private Banker at BMO Private Wealth, I advise Canadian families, professionals, business owners and executives on banking, lending and cash flow management to help them reach their business and personal financial objectives and dedicate more time to the activities they value most.

I take time to listen and understand each client’s circumstances, financial needs and goals – for today and the future. Then, I bring in a customized team of BMO Private Banking specialists to look at their entire financial picture. From day-to-day banking to specialized lending, we take a holistic approach to design a customized, integrated financial plan. I regularly revisit this plan and adapt it as the client transitions throughout life.

I joined BMO Private Wealth in 2015 and have 31 years of banking and borrowing experience.

As a Private Banker at BMO Private Wealth, I advise professionals, business owners and executives on navigating intricate financial situations, and to structure complex transactions. I value guiding my clients to achieve their financial objectives, and to allow them to dedicate more time to the activities they value most.

I take time to listen and understand your circumstances, financial needs and goals – for today and the future. Then, I bring in a customized team of BMO Private Wealth professionals to offer unparalleled advice, service and convenience. From day-to-day to the most specialized needs, needs, we take a holistic approach to design a customized, integrated wealth plan. I regularly revisit this plan so it adapts as you and your family transition throughout life.

By delivering exceptional personalized service, I develop relationships that are trusting, comfortable and long-lasting.