Peter Wolynski

Senior Wealth Planning Consultant

Peter Wolynski is a Senior Wealth Planning Consultant with BMO Private Bank.

Peter provides customized financial planning solutions to high net worth individuals and families as part of an overall personal wealth management strategy. He joined BMO Private Bank in 2018 and has over 7 years of experience in the financial services industry. He holds CFP® and CPA certifications after having received his Master’s from Washington University and BBA from Saint Louis University.

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Jon Finney

Director, Traditional Research

BMO Family Office

Jon Finney is the Director of Traditional Research at BMO Family Office. …

Jon Finney is the Director of Traditional Research at BMO Family Office. Jon joined the firm in 2008 and has more than …

Jon Finney is the Director of Traditional Research at BMO Family Office. Jon joined the firm in 2008 and has more than 15 years of experience in the financial services i…

Leila T. Francis

National Head, Fiduciary Advisory Services

BMO Wealth Management U.S.

Leila serves as a fiduciary professional and advisor in the areas of tax, …

Leila serves as a fiduciary professional and advisor in the areas of tax, trust and estate planning and administration. She …

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…

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