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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…
Based in Los Angeles, Michele is Head of the U.S. Private Wealth in the Wealth Management group for BMO, the 8th largest bank in North America with $1.29 trillion in assets. …
Paul Majerus is a Business Owner Strategist with BMO Private Bank and a key member of BMO’s Business Owner Strategies and Solutions (BOSS) team, a specialized group of professionals that provides sophisticated wealth transfer, estate and…
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…
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