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35 results from “new tax plan”

35 results from “new tax plan”

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 U.S. Wealth Planning

BMO Wealth Management - U.S.

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

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 …