Personal
Wealth
Business
Commercial
Capital Markets
Select Region/Language
US
English
Canada
English Français
China
中文
BMO Wealth logo
Services open menu icon

Services*

See all services

BMO Delaware Trust Company

*Services offered though BMO Private Bank, BMO Family Office and/or BMO Delaware Trust Company

Needs open menu icon

Needs

See all needs

Looking for something else?

Contact us
Why BMO
Insights
Who We Serve open menu icon

Who We Serve

Who We Serve
Contact us

Trending Insights

Mid-week Market Update 09-13-2023 Creating generational wealth: Considerations for ag producers Mid-week Market Update 09-06-2023

Our Services*

Family Office for Wealth Owners Financial Planning † Retirement Planning † Brokerage Services † Insurance & Risk Management † Wealth Planning Banking & Borrowing Investment Management Trust & Estate Charitable Giving Tax Planning Strategies
See all services
Hide all services

†Service offered through BMO Investment Services

We’re coming up empty for insights on “SEARCH_QUERY”

We’re coming up empty for services on “SEARCH_QUERY”

†Service offered through BMO Investment Services

We’re coming up empty for team members on “SEARCH_QUERY”
We’re coming up empty for “SEARCH_QUERY”

Make sure you’ve spelled everything correctly, or try searching for something else

What others are searching for: women and wealth investing current market news current market news Mid-Week Market Update

Looking for something else?

Contact us
BMO Wealth logo
Welcome
chevron-left Wealth
Services right
Needs right
Why BMO
Insights
Who We Serve right
Contact us
chevron-left Services
See all services

BMO Delaware Trust Company

chevron-left Needs
See all needs

Looking for something else?

Contact us
chevron-left Who We Serve
Who We Serve
Select Region/Language
US
English
Canada
English Français
China
中文

Family office for wealth owners

For some, wealth is a life well lived. For others, it’s an enduring family legacy. However you define it, having a wealth plan with purpose can help guide the decisions that bring your family closer to its goals. Drawing on our experience, we can help you navigate the complexities of managing substantial wealth.

CONTACT US

How we work with you

hitting goals icon

We take the time to understand your financial goals and lifestyle expectations.

growing solutions icon

We develop and implement a tailored solution that you can be confident in.

family wealth icon

We reaffirm or adapt your family wealth strategy to fit your life along the way.

Our Services

Lending and cash management

Our team of wealth and family office professionals offer strategic, objective advice on debt capital sourcing, customized debt financing and banking solutions.

Family estate and trust services

We provide an extensive and experienced management team of trust professionals focused on families and generational trust administration.

Family wealth strategies

We assist families in strategically integrating their wealth with long-term financial goals and lifestyle objectives.

Investing

We design and manage bespoke investment strategies supported by extensive research and detailed performance reporting.

Insights

Mid-week Market Update 09-13-2023
Click the image below to view our latest Mid-week Marketing Update    &nbs…
SEPTEMBER 13, 2023 YUNG-YU MA, PH.D.
Mid-week Market Update 09-06-2023
Click the image below to view our latest Mid-week Marketing Update    &nbs…
SEPTEMBER 06, 2023 YUNG-YU MA, PH.D.
Mid-week Market Update 08-30-2023
Click the image below to view our latest Mid-week Marketing Update    &nbs…
AUGUST 30, 2023 YUNG-YU MA, PH.D.
EXPLORE RELATED INSIGHTS

Leadership and client engagement team

Shannon Kennedy
Shannon Kennedy
Head U.S. Advisory and interim Head, U.S. Wealth Management
BMO Wealth Management
Shannon Kennedy is Head U.S. Advisory and interim Head, U.S. Wealth M…
Shannon Kennedy is Head U.S. Advisory and interim Head…
Shannon Kennedy is Head U.S. Advisory and interim Head, U.S. Wealth Management, an integrated wealth management pr…
test-sep-test-sep
Carol Schleif, CFA, FSA
Chief Investment Officer
BMO Family Office
Carol Schleif is the Chief Investment Officer of BMO Family Office, an int…
Carol Schleif is the Chief Investment Officer of BMO Family…
Carol Schleif is the Chief Investment Officer of BMO Family Office, an integrated wealth management provider that serve…
Rick Pomeroy
Rick Pomeroy
Senior Managing Director
BMO Family Office
Rick Pomeroy is a Senior Managing Director, joining the organization in 20…
Rick Pomeroy is a Senior Managing Director, joining the org…
Rick Pomeroy is a Senior Managing Director, joining the organization in 2017 and brings over 20 years of experience hel…
junior-del-brocco
Junior Del Brocco
Managing Director and Head of Banking
BMO Family Office
L. M. Junior Del Brocco is a Managing Director and Head of Banking at BMO …
L. M. Junior Del Brocco is a Managing Director and Head of …
L. M. Junior Del Brocco is a Managing Director and Head of Banking at BMO Family Office, an integrated wealth managemen…
Doug Sullivan
Doug Sullivan
Managing Director
BMO Family Office
Douglas Sullivan is a Managing Director, joining the organization in 2017 …
Douglas Sullivan is a Managing Director, joining the organi…
Douglas Sullivan is a Managing Director, joining the organization in 2017 and has 30 years of experience helping client…
Don Dabisch
Don Dabisch
Managing Director
BMO Family Office
Don Dabisch is a Managing Director, joining the organization in 2017 and h…
Don Dabisch is a Managing Director, joining the organizatio…
Don Dabisch is a Managing Director, joining the organization in 2017 and has over 25 years of experience in the banking…
mike finan photograph
Michael Finan, CFA®
Managing Director
BMO Family Office
Michael D. Finan is a Managing Director with BMO Family Office, an integra…
Michael D. Finan is a Managing Director with BMO Family Off…
Michael D. Finan is a Managing Director with BMO Family Office, an integrated wealth management provider that serves ul…
meeta-yadava
Meeta Yadava, Managing Direct…
Managing Director
BMO Family Office
Meeta Yadava is a Managing Director at BMO Family Office, an integrated we…
Meeta Yadava is a Managing Director at BMO Family Office, a…
Meeta Yadava is a Managing Director at BMO Family Office, an integrated wealth management provider that serves ultra-af…
mark-de-vries
Mark De Vries, Managing Direc…
Managing Director
BMO Family Office
Mark De Vries is a Managing Director at BMO Family Office, an integrated w…
Mark De Vries is a Managing Director at BMO Family Office, …
Mark De Vries is a Managing Director at BMO Family Office, an integrated wealth management provider that serves ultra-a…
Show more executives arrow down
Show more executives arrow down
Thought leadership
mikeal-miki-chambers
Mikeal (Mikie) Chambers, Head…
BMO Family Office
Mikie Chambers is the Head of the Ultra Credit Delivery Team at BMO Family…
Mikie Chambers is the Head of the Ultra Credit Delivery Team at BMO Family Office, an integrated wealth management provider …
Mikie Chambers is the Head of the Ultra Credit Delivery Team at BMO Family Office, an integrated wealth management provider that serves individuals, families and family offic…
ken-fujita
Ken Fujita, Senior Managing D…
BMO Family Office
Ken Fujita is a Senior Managing Director and the Head of Banking and Lendi…
Ken Fujita is a Senior Managing Director and the Head of Banking and Lending Originations for BMO Family Office, an integrat…
Ken Fujita is a Senior Managing Director and the Head of Banking and Lending Originations for BMO Family Office, an integrated wealth management provider that serves individu…
Yung-Yu Ma, Ph.D.
Yung-Yu Ma, Ph.D.
Chief Investment Officer
BMO Wealth Management - U.S.
Yung-Yu Ma is the Chief Investment Officer for BMO Wealth Management in th…
Yung-Yu Ma is the Chief Investment Officer for BMO Wealth Management in the U.S. and joined the organization in 2016. He bri…
Yung-Yu Ma is the Chief Investment Officer for BMO Wealth Management in the U.S. and joined the organization in 2016. He brings a dynamic combination of academic achievements…
James M. Minich
James M. Minich
Managing Director
BMO Family Office
Jim joined the organization in 2011 and has over 25 years of experience se…
Jim joined the organization in 2011 and has over 25 years of experience serving large corporate, middle market, and ultra-af…
Jim joined the organization in 2011 and has over 25 years of experience serving large corporate, middle market, and ultra-affluent clientele. Jim is responsible for overseein…
Garb Mechigian
Garb Mechigian
Managing Director
BMO Family Office
Garb Mechigian is Managing Director with BMO Family Office. He joined BMO …
Garb Mechigian is Managing Director with BMO Family Office. He joined BMO in 1994 and has nearly 30 years of experience in t…
Garb Mechigian is Managing Director with BMO Family Office. He joined BMO in 1994 and has nearly 30 years of experience in the financial services industry. Garb is principall…
Show more thought leaders arrow down
Show less thought leaders arrow down

Contact us

Call us

1-877-225-3863

Monday through Friday (excluding holidays) 7:30 a.m. to 5:00 p.m. Central Time

Find an advisor or office

Use our easy locator tool to find an advisor who can help you with your wealth management needs.

Find a BMO Investment Services financial advisor

Under $2 million in investible assets

Find a BMO Wealth Advisor

For those above $2 million to $100 million or more in investible assets

Let us contact you

Schedule a call with one of our wealth advisors.

All fields are mandatory, unless marked optional.

Please enter first name
Please enter last name
Please enter your state
Please enter your city
Please check your email address and try again
Please check your phone number and try again
Please Select a time to call (Optional)
What are your needs? (Optional)
Please select your investible assets
help info icon
This allows us to match you with the wealth advisor who can best address your needs.
Tell us more about your needs so that we can provide you with the solutions that best fit your needs. (Optional)