Thought Leader

Alexis Sumner

Vice President and Senior Wealth Planning Strategist

Alexis Sumner, JD, is a Vice President and Senior Wealth Planning Strategist with BMO Private Bank. Alexis provides customized financial planning solutions to high-net-worth individuals and families as part of an overall personal wealth management s…

Thought Leader

Brett Sanchez

Managing Director and Head of Private Credit

BMO Wealth Management

Brett Sanchez is a Managing Director and Head of Private Credit at BMO Wealth Management   Brett leads the PE Credit team which focuses on providing liquidity solutions to Private Equity and other alternative asset management General Part…

Thought Leader

Dave Bensema, CPA, CFP^®

Managing Director

BMO Family Office

Dave Bensema is a Managing Director with BMO Family Office, an integrated wealth management provider that serves ultra-affluent individuals, families and family offices across their tax, estate, investment, philanthropic, risk and family capital nee…

Thought Leader

Derek Garland

Director, Business Owner Strategist on the BMO BOSS- Business Owner Strategies and Solutions team

Derek Garland serves as Director, Business Owner Strategist on the BMO BOSS–Business Owner Strategies & Solutions team, a specialized group of professionals that provides sophisticated wealth transfer, succession and transition planning gu…

Thought Leader

Hanny Pei-Rodriguez

Director, Estate Settlement Services

BMO Private Bank

Hanny Pei-Rodriguez joined BMO U.S. Bank, Estate Settlement Services in 2020, coming from another large financial institution where she administered special needs trusts, personal trusts, and guardianships accounts.  Hanny is also a licensed at…

Thought Leader

Jon Finney

Director, Traditional Research

BMO Family Office

Jon Finney is the Director of Traditional Research at BMO Family Office. Jon joined the firm in 2008 and has more than 15 years of experience in the financial services industry.  As the Director of Traditional Research, Jon oversees the re…