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Eric provides customized financial planning solutions to high net worth individuals and families as part of an overall personal wealth management strategy. He joined BMO Private Bank in 2021 and has over 13 years of experience in the financial servi…
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…
Lynne Dorsey is a Director of Investment Advisory Services 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…
Marc McKay serves as National Head of BMO’s Trust, Estate & Fiduciary Administration team. In this role, he is responsible for leadership and performance of all of…
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…
Pratik is Head, U.S. Wealth Planning and is responsible for strategic development and delivery of customized wealth planning services for BMO Private Bank, BMO Investment Ser…
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…
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