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The people behind the insights

leila-t-francis
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…
laurie-klinkhammer
Laurie Klinkhammer
National Head, Estate Settlement Services
BMO Wealth Management U.S.
As the head of BMO Private Bank's Estate Settlement Services group, La…
As the head of BMO Private Bank's Estate Settlement Services group, Laurie leads the post-death team that settles estate…
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 …
brad-herman-cfp-aep-chfc
Brad Herman, CFP®, AEP®, ChFC®
Regional Director, Wealth Planning
BMO Private Bank
Brad is a Regional Director of Wealth Planning, responsible for leading a …
Brad is a Regional Director of Wealth Planning, responsible for leading a team of Wealth Planning professionals while provid…
Brad is a Regional Director of Wealth Planning, responsible for leading a team of Wealth Planning professionals while providing leadership and strategic direction to the weal…
Stephen White
Stephen White, Senior Directo…
BMO Private Bank
Stephen White serves as a Senior Business Owner Strategist with the BMO BO…
Stephen White serves as a Senior Business Owner Strategist with the BMO BOSS - Business Owner Strategies & Solutions tea…
Stephen White serves as a Senior Business Owner Strategist with the BMO BOSS - Business Owner Strategies & Solutions team, a specialized group of professionals that provi…
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