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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…

Executive

Pratik Patel

Head of Wealth Planning

BMO Wealth Management

Pratik is the Head of Planning for BMO Wealth Management and is responsible for the strategic development and delivery of customized wealth planning services for ultra-affluent in…

Executive

Tonia Kennedy

Director and Senior Trust Advisor

BMO Delaware Trust Company

As a Senior Trust Advisor, Tonia works closely with her clients and their advisors in managing and overseeing complex trusts administered by BMO under Delaware law. Tonia’s …