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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…
Amy Griman is the Global President of BMO Family Office, an integrated wealth management provider that serves individuals, families and family offices across their tax, estate, in…
Carol Schleif is the Chief Market Strategist of BMO Private Wealth, an integrated wealth management provider that serves ultra-affluent individuals, families and family offices ac…
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…
Garrett Johnson is a Managing Director and and Head of Ultra High Net Worth and Alternatives Banking at BMO Wealth Management Garrett leads the Banking team at BMO Fa…
Ken Fujita is a Senior Managing Director and the Head of Banking and Lending Originations for BMO Family Office, an integrated wealth management provider that serves individuals, families and family offices across their tax, estate, investment, phil…
As the head of BMO Private Bank's Estate Settlement Services group, Laurie leads the post-death team that settles estates and trusts for deceased clients. She also works closely with clients, their advisors and other partners regarding issues re…
Mark De Vries is a Managing Director at BMO Family Office, an integrated wealth management provider that serves ultra-affluent individuals, families and family offices across thei…
Meeta Yadava is a Managing Director at BMO Family Office, an integrated wealth management provider that serves ultra-affluent individuals, families and family offices across their…
Michael D. Finan is the Chief Investment Officer and Managing Director with BMO Family Office, an integrated wealth management provider that serves ultra-affluent individuals, fam…
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