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Why BMO Wealth Management

You want answers. It’s our job to provide them. But we believe your wealth management firm should also ask the right questions. We start with two: How do you want to live now? And how do you want to live in the future? Then we listen.

The BMO difference

Conversations with purpose

We ask the right questions. We hear you out. Then we guide you through the issues you’re aware of and uncover the ones you’re not.

Our fiduciary commitment

We believe relationships are built on trust and grown over time. This belief drives everything we do for you. It’s our responsibility.

Proven resiliency

For over 200 years, we’ve remained steadfast during difficult times, while uncovering opportunities to embrace a stronger future with our clients.

A purpose. A plan. A personalized approach.

We’re purposeful in getting to the heart of your short-term and long-term goals. We plan meticulously based on those goals. And we personalize your experience—from the strategy down to the details.

How we work with you

First, we take the time to know you and your goals, which helps us arrive at solutions that are the best fit for you.

Next, your wealth advisor builds a plan based on your goals and current market dynamics.

Then we share our plan and put it into action. We monitor and adapt as your needs and circumstances change.

What to expect

There are things that large, established organizations do well. And there are things that boutique firms do well. We believe that the best wealth management firms do both exceptionally well.

Resources you expect from a large firm.

Expertise. Depth. And a proven track record. These are qualities that define our strategy and research teams.

Relationships you look for in a boutique firm.

Your goals are your own. No one else’s. We meet with you regularly to ensure you and your family stay on track.

Our team

Our Executives
Shannon Kennedy
Shannon Kennedy
Head U.S. Advisory and Head, U.S. Wealth Management
BMO Wealth Management
Shannon Kennedy is Head U.S. Advisory and Head, U.S. Wealth Managemen…
Shannon Kennedy is Head U.S. Advisory and Head, U.S. W…
Shannon Kennedy is Head U.S. Advisory and Head, U.S. Wealth Management, an integrated wealth management provider t…
michael miranda photograph
Michael Miranda, CFA®
Head of Investments - U.S. Wealth
BMO Wealth Management - U.S.
Michael is responsible for all aspects of the investment management busine…
Michael is responsible for all aspects of the investment ma…
Michael is responsible for all aspects of the investment management business in alignment with the strategy for BMO Wea…
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 M…
Yung-Yu Ma is the Chief Investment Officer for BMO Wealth Management in the U.S. and joined the organization in 2016. H…
marc-mckay
Marc McKay
National Head of Trust & Estate
BMO Wealth Management U.S.
Wallace Harris
Wallace Harris
President
BMO Investment Services
As Head of BMO Investment Services, Wallace leads the financial advisor te…
As Head of BMO Investment Services, Wallace leads the finan…
As Head of BMO Investment Services, Wallace leads the financial advisor team in delivering a great client experience th…
Stephen Johnson
Stephen Johnson
Head of Sales and Strategy
BMO Wealth Management - U.S.
Stephen Johnson is the U.S. Wealth Integration Lead, and Head of Sales and…
Stephen Johnson is the U.S. Wealth Integration Lead, and He…
Stephen Johnson is the U.S. Wealth Integration Lead, and Head of Sales and Strategy for BMO Wealth Management. Stephen …
Jim Duff — U.S. National Head of Banking with BMO Private Bank
Jim Duff
U.S. National Head of Banking
BMO Private Bank
James Duff is the U.S. National Head of Banking  for the BMO Private …
James Duff is the U.S. National Head of Banking  for t…
James Duff is the U.S. National Head of Banking  for the BMO Private Bank and has over 30 years of experience in t…
Pratik Patel
Pratik Patel
Head U.S. Wealth Planning
BMO Wealth Management - U.S.
Pratik is Head, U.S. Wealth Planning and is responsible for strategic…
Pratik is Head, U.S. Wealth Planning and is responsibl…
Pratik is Head, U.S. Wealth Planning and is responsible for strategic development and delivery of customized wealt…
derek-weatherford
Derek Weatherford
Regional President of the Northern Region
BMO Wealth Management
Derek B. Weatherford is a Managing Director with BMO Wealth Management. …
Derek B. Weatherford is a Managing Director with BMO Wealth…
Derek B. Weatherford is a Managing Director with BMO Wealth Management. Derek oversees a team of professionals dedic…
Deborah Korompilas
Deborah Korompilas
Head, Sales and Practice Management
BMO Wealth Management - U.S.
Deborah is the Head, Sales and Practice Management where she is respo…
Deborah is the Head, Sales and Practice Management whe…
Deborah is the Head, Sales and Practice Management where she is responsible for leading the development and execut…

Contact us

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1-877-225-3863

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

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