Amanda Shek, CPA

Private Banker

As a Private Banker at BMO Private Wealth, Amanda advises 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.

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

Amanda joined BMO Private Wealth in 2017 and have over 12 years of banking and borrowing experience. She has an undergraduate degree from Concordia University, and is a Chartered Professional Accountant (CPA).

 

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Carmine Bartucci

Private Banker

As a Private Banker at BMO Private Wealth, Carmine advises 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.

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

 

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Dorota Heath

Private Banker

As a Private Banker at BMO Private Wealth, Dorota advises professionals, business owners and executives on navigating their financial situation and helps them structure complex transactions.

she takes time to listen and get to know her clients and their families on a very personal level. She is a firm believer that relationships take trust and trust works two ways. When she gets to know her clients she becomes better equipped to take care of their needs and goals – for today and the future.

Dorota firmly believe in being her clients quarterback and surrounds the client with a customized team of BMO Private Wealth professionals to offer unparalleled advice, service and convenience. From day-to-day banking to more complex specialized needs such as Wealth Planning that includes Estate, Tax and Legacy planning.

By delivering exceptional personalized service, Dorota develops relationships that are trusting, comfortable and long-lasting with multiple generations.

 

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Kari Perioris

Private Banker

Personalized Relationship Management
As your dedicated Private Banker, Kari will become familiar with your situation, and will be available to answer your questions, and respond to your requests.
From meeting your day-to-day financial obligations, integrating your banking needs with your other financial services, estate planning, tax and business succession advice, Kari works with a team of professionals to focus on all of your banking needs.
Customized Lending Solutions
Together with a team of experienced BMO lending specialists, Kari works with you to create a customized borrowing strategy that aligns with your specific needs, helping you choose the right solutions that allow you to access the funds you need, to reach your immediate and long-term goals.
Kari can also help you to secure financing through Personal and Professional holding companies, leverage life insurance, monetize investment holdings to free up cash, and fulfill other complex personal borrowing requirements.
Managing Deposits and Other Services
Kari's team offer competitive deposit and investment products, business cash management services, as well as services that provide you with easy access to your money. Whether you are looking for the latest in mobile apps to access your money, or you’re spending time and own property in the U.S., they can help.

 

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Mayer Fang

Private Banker

Mayer is an experienced Banker who works closely with high-net-worth families and accomplished individuals, taking a holistic view of their financial position to align wealth with their priorities and values.
He is committed to helping clients construct robust wealth management plans, utilize the resources of BMO, and create solutions in investments, estate planning, lending, banking, and philanthropy.

 

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Ray Abi-Abdallah, CFP

Private Banker

As a Passionate and Dedicated Private Banker, Ray's responsibilities include the day to day banking activities of our Ultra High Net Worth and High Net Worth clients including structured complex lending deals, mutual fund investing options, term deposit investments as well as all of the auxiliary professional services offered through Private Banking such as Estate, Tax and Wealth Planning. For the past 11+ years he has been managing a portfolio of Ultra and High Net Worth clients for BMO Private Wealth and its partners in the Greater Toronto Area. He provides a very high level of service to his clients.
He joined BMO Private Banking as a Private Banker in June 2013. He continues to use his skill sets to develop lasting client relationships that foster the holistic wealth planning approach that BMO Private Wealth is well known for.


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