Personal
Business
Wealth
Your business is your passion and pride and an important part of your family’s current and generational prosperity.
Affluent home buyers can often make a choice in how they finance the purchase of a primary or secondary residence. The use of existing liquidity in c…
Owners of family businesses sometimes find themselves spending more time working in the business than working on it, specifically on ensuring its lon…
Being an entrepreneur provides the opportunity to express your creativity and values through the work you do and to have ownership over every stage o…
Business Owners Your business is your passion and pride and an important part of your family’s current and generational prosperity. The BMO BOSS - Business Owner Strategies & Solutions team partners with you to explore and purs…
Doing business Running a business is complicated enough. It gets even harder when your personal wealth is closely connected to your business. Whether you’re a sole proprietor or an owner of a large corporation, we can help you n…
The whole is greater than the sum of its parts. Whether you’re looking to create a new trust or modify and move an existing one, it’s the collective possibilities of Delaware trust law that make it an attractive …
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…
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 Hale, Regional President with BMO Wealth Management U.S. Amy oversees a team of professionals dedicated to providing high net worth individuals, families and organizations,…
Search
Wealth