Being a Private Banker I have the opportunity to work closely with a variety of professionals, business owners and executives to help them achieve their unique wealth goals. I pride myself in taking time to understand what is important to each of my clients to provide sound financial advice and customize solutions to fit their individualized needs. Not only do my clients have a dedicated Private Banker, but a team of professionals supporting them on their wealth path whether it is Investment Management, Comprehensive Financial Planning or Trust & Estate Planning. I draw on over 10 years of banking experience and expertise to provide a seamless client service experience.   

Stuart is a specialist at insurance-based wealth and estate planning strategies with a focus to service the high net worth and ultra-high net worth clientele of BMO Private Banking and BMO Nesbitt Burns. His objective is to help families and businesses transfer wealth in an efficient and tax advantaged manner. As a member of the BMO Wealth Management team, he integrates wealth planning strategies that minimize the impact of taxation to you now and to your estate in the future.

Prior to joining BMO Estate Insurance Advisory Services, Stuart worked with BMO Private Banking as a Specialized Planner – Tax to integrate comprehensive tax and wealth plans to enrich the financial success of BMO Private Banking clientele. He also acted as a consultant and instructor to financial advisors with one of Canada’s largest life insurance companies, and provided specialized taxation service with two of Canada’s large accounting firms and the Canada Revenue Agency.