Derek Garland

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 guidance to business owners and corporate executives. Derek joined BMO in 2023 and has over 12 years of experience serving as a trusted advisor to high net-worth individuals and families. He partners regularly with colleagues in the BMO Commercial Bank to provide tailored advice and customized solutions to help business owners align their personal wealth planning strategy with the plans for their business. A key focus of this work is on exit strategies, legacy planning and managing family dynamics.