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Owners of family businesses sometimes find themselves spending more time working in the business than working on it, specifically on ensuring its lon…
Being an entrepreneur provides the opportunity to express your creativity and values through the work you do and to have ownership over every stage o…
Equity markets in both the U.S. and Canada are being rattled by a combination of tariffs and, at least in the case of the U.S., convergent factors in…
The whole is greater than the sum of its parts. Whether you’re looking to create a new trust or modify and move an existing one, it’s the collective possibilities of Delaware trust law that make it an attractive …
BMO Wealth Connection Get a full view of your financial life with BMO Wealth Connection. Our planning tool links your accounts, whether they’re at BMO or elsewhere, so you can easily keep up to date on your investments and finan…
Banking & borrowing Pursuing your passions. Building your wealth. The two shouldn’t get in the way of each other. We believe the right banking, borrowing and cash management strategies can help accomplish both—for you, your fami…
Garrett Johnson is a Managing Director and and Head of Ultra High Net Worth and Alternatives Banking at BMO Wealth Management Garrett leads the Banking team at BMO Fa…
Marc McKay serves as National Head of BMO’s Trust, Estate & Fiduciary Administration team. In this role, he is responsible for leadership and performance of all of…
Megan provides customized financial planning solutions to high net worth individuals and families as part of an overall personal wealth management strategy. She joined the organization in 2000 and has over 18 years of experience in the fi…
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