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Carol Schleif is the Chief Market Strategist of BMO Private Wealth, an integrated wealth management provider that serves ultra-affluent individuals, families and family offices ac…
As Head of BMO Investment Services, Wallace leads the financial advisor team in delivering a great client experience through comprehensive financial planning. Wallace and team als…
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…
Michael Miranda is the President of BMO Family Office and the Head of Investments for BMO Wealth Management – U.S. In this role, Michael leads BMO Family Office, the 1…
Elizabeth serves as a lead advisor and relationship manager to high-net-worth individuals, families and organizations, including closely-held and family-owned businesses. Elizabeth works closely with clients to gain a complete understandin…
Douglas Sullivan is a Managing Director, joining the organization in 2017 and has 30 years of experience helping clients navigate the complex issues of significant wealth. He is r…
Based in Los Angeles, Michele is Head of the BMO Wealth Management -U,S, the 8th largest bank in North America with $1.29 trillion in assets. BMO Private Wealth today is com…
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…
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 closely with clients, their advisors and other partners regarding issues re…
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 …
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