Our Partners

Whether it's lending for your business, a new mortgage or planning your estate, we work closely with a team of BMO specialists dedicated to serve your needs.

Banking and Borrowing
Experienced banking professionals who can recommend and implement various banking and borrowing solutions for you and your family

Bill Chatson
Mortgage Specialist

Sepi Saffari
Private Banking Associate
 

Trust and Estate Services
Professionals to help you manage and administer key components of your estate plan

Nicco Bautista, LLB,M.A.
Director, Wills and Estate Planning
BMO Wealth Management

Ric Langford, LLB, TEP, CFP
Director, Estate Planning
BMO Wealth Management
 

Tax Planning
To help you explore strategies to minimize taxable investment income and take maximum advantage of tax-deferred savings

Holly Castle, CPA, CA,TEP
Director, Tax PLanning 
BMO Wealth Management
 

Philanthropy
To help you structure gifting so it can have the largest impact on organizations you care about

Marvi Ricker
Vice-President & Managing Director
Philanthropic Services, BMO Wealth Management