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Women & Wealth

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Brokerage Services

An unyielding commitment to helping you invest with confidence. A relentless dedication to helping you reach your …

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Wealth Planning

Smart thinking, smart planning—from portfolio management and banking needs to estate considerations and charitabl…

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 …

Wealth planning Growing. Protecting. Transitioning. They all begin and end with a smart plan. Smart thinking to help you reach your goals. Smart adjustments to market shifts and life changes. That’s how we help you tackle challe…

Insurance & Risk Management at BMO Investment Services What keeps you up at night is what helps us determine the right risk management strategies for you and your family. It’s about protecting you from both the expected and the …

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Executive
Carol Schleif, CFA, SASB-FSA
Chief Market Strategist
BMO Wealth Management

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…

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Executive
Michele Havens
Head of BMO Wealth Management - U.S.
BMO Wealth Management - U.S.

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…

rod-larson
Thought Leader
Rod Larson
Managing Director & Head of Research
BMO Family Office

Rod Larson is a Managing Director and Head of the Research Team with BMO Family Office, an integrated wealth management provider that serves ultra-affluent individuals, families and family offices across their tax, estate, investment, philanthropic,…