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As the President and Chief Trust Officer, Anne is responsible for the development and delivery of BMO Trust Company’s trust services under Delaware law. Anne has…
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 individuals, families and family offices across their tax, estate, investment, phil…
As a Senior Trust Advisor, Lisa works closely with her clients and their advisors in the management and oversight of trusts administered by BMO under Delaware law. Lis…
Lynne Dorsey is a Director of Investment Advisory Services with BMO Family Office, an integrated wealth management provider that serves ultra-affluent individuals, families and family offices across their tax, estate, investment, philanthropic, risk…
Paul Majerus is a Business Owner Strategist with BMO Private Bank and a key member of BMO’s Business Owner Strategies and Solutions (BOSS) team, a specialized group of professionals that provides sophisticated wealth transfer, estate and…
Pratik Patel is a Managing Director and Head of the Family Wealth Strategies team with BMO Family Office, an integrated wealth management provider that serves ultra-affluent indiv…
Steve oversees a team of skilled professionals dedicated to providing high net worth individuals, families, privately held businesses and nonprofit organizations with a full range of financial services as part of an overall personal wealth managemen…
As a Senior Trust Advisor, Tonia works closely with her clients and their advisors in managing and overseeing complex trusts administered by BMO under Delaware law. Tonia’s …
Yale Kofman is a Director of Investment Advisory Services with BMO Family Office, an integrated wealth management provider that serves ultra-affluent individuals, families and family offices across their tax, estate, investment, philanthropic, risk …
Carol Schleif is the Chief Investment Officer of BMO Family Office, an integrated wealth management provider that serves ultra-affluent individuals, families and family offices ac…
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