Thought Leader

Ken Fujita

BMO Family Office

Ken Fujita is a Senior Managing Director and the Head of Banking and Lending Originations for BMO Family Office, an integrated wealth management provider that serves individuals, families and family offices across their tax, estate, investment, phil…

Thought Leader

Laurie Klinkhammer

National Head, Estate Settlement Services

BMO Wealth Management U.S.

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…

Thought Leader

Leila T. Francis, JD

National Head, Fiduciary Advisory Services

Leila serves as a fiduciary professional and advisor in the areas of tax, trust and estate planning and administration. She provides customized advice to integrate the client’s objectives to achieve their tax, legacy, and overall estate planni…

Thought Leader

Mark Moore

Vice President - Managing Director

BMO Wealth Management - U.S.

  Mark oversees a team of professionals in our Chicago market dedicated to providing high net worth individuals, families and organizations, including closely-held and family-owned businesses, endowments and foundations, with a full range of…

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…