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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…
Amy Griman is the Global President of BMO Family Office, an integrated wealth management provider that serves individuals, families and family offices across their tax, estate, in…
Amy provides customized financial planning solutions to high net worth individuals and families as part of an overall personal wealth management strategy. She joined BMO Private Bank in 2015 with nearly 15 years of experience in the financial servic…
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…
Jim joined the organization in 2000 and has more than 25 years of professional experience. Jim is responsible for the enterprise-wide delivery of comprehensive family office solutions to individuals and families of substantial wealth. Jim specialize…
As the head of BMO Private Bank's Estate Settlement Services group, Laurie leads the post-death team that settles estates and trusts for deceased clients. She also works closely with clients, their advisors and other partners regarding issues re…
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…
Marvi is the Managing Director of Family Philanthropy & Legacy planning at BMO Family Office, an integrated wealth management provider that serves ultra-affluent individuals, families and family offices across their tax, estate, investment, phil…
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…
Susanna Poon is Director of Philanthropy Services with CTC | myCFO. She joined BMO in 2015 and has 9 years of estate planning experience. She is responsible for delivering comprehensive family office solutions to individuals and families of substant…
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