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

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

Megan Bishton

Wealth Planning Consultant

BMO Private Bank

Megan provides customized financial planning solutions to high net worth individuals and families as part of an overall personal wealth management strategy.  She joined the organization in 2000 and has over 18 years of experience in the fi…

Thought Leader

Serge Ecityan, CFA

Private Wealth Advisor, Director

BMO Wealth Management - U.S.

Serge serves as a lead advisor and relationship manager to high-net-worth individuals, families and organizations, including closely-held and family-owned businesses. Serge closely works with clients to gain a complete understanding of their lifes…

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…