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40 results from “family wealth strategies”

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derek-garland
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…

mark-de-vries
Executive
Mark De Vries
Managing Director
BMO Family Office

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
Executive
Meeta Yadava
Managing Director
BMO Family Office

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…

rod-larson
Executive
Rod Larson
Managing Director & Head of Research
BMO Family Office

Rod Larson is a Managing Director and Head of the Research Team with BMO Family Office, an integrated wealth management provider that serves ultra-affluent individuals, families a…

Stephen White
Thought Leader
Stephen White
BMO Private Bank

Stephen White serves as a Senior Business Owner Strategist with the BMO BOSS - Business Owner Strategies & Solutions team, a specialized group of professionals that provides sophisticated wealth planning guidance to business owners and corporate…

Doug Sullivan
Executive
Doug Sullivan
Managing Director
BMO Family Office

Douglas Sullivan is a Managing Director, joining the organization in 2017 and has 30 years of experience helping clients navigate the complex issues of significant wealth. He is r…

Garb Mechigian
Thought Leader
Garb Mechigian
Managing Director
BMO Family Office

Garb Mechigian is Managing Director with BMO Family Office. He joined BMO in 1994 and has nearly 30 years of experience in the financial services industry. Garb is principally responsible for pursuing strategies to grow the entire enterprise. Garb a…

Rick Pomeroy
Executive
Rick Pomeroy
Senior Managing Director
BMO Family Office

Rick Pomeroy is a Senior Managing Director, joining the organization in 2017 and brings over 20 years of experience helping clients navigate the complex issues of significant weal…