Stephen White, Senior Director & Business Owner Strategist for the BMO BOSS Team

Stephen White serves as a Senior Business Owner Strategist with the BMO BOSS - Business Owner Strategies & Solutions team, a specialized group of professionals that provides sophisticated wealth planning guidance to business owners and corporate executives. 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. Steve has over 25 years of business advisory experience serving as a trusted advisor to individuals and families across the country.