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 ChatsonMortgage 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,TEPDirector, Tax PLanning
BMO Wealth Management
Philanthropy
To help you structure gifting so it can have the largest impact on organizations you care about
Marvi RickerVice-President & Managing Director
Philanthropic Services, BMO Wealth Management
