BMO Private Wealth
Financial ServicesView the employees at
BMO Private Wealth-
Erik Epner, CFA, CIM Associate Director, Investment Manager Research at BMO Private Wealth
-
Toronto, Ontario, Canada
-
Top 10%
Jimin Hong INVESTMENT ADVISOR at BMO Nesbitt Burns (she/her)-
Greater Toronto Area, Canada
-
Top 5%
Cathy Perry Director, Fiduciary Administration Services, St. Louis and Kansas City-
Greater St. Louis
-
Top 5%
Huaulme Frederic Trust Officer at BMO Private Banking-
Canada
-
Rising Star
Chris Witte Portfolio Analyst at BMO Private Wealth-
Toronto, Ontario, Canada
-
Rising Star
Overview
Backed by the heritage, stability and resources of BMO Financial Group – BMO Private Banking and BMO Nesbitt Burns have come together under the unified brand BMO Private Wealth. Professionals from one of North America’s leading full-service investment firms and Canada’s best private bank are partnered to help you navigate the complex process of managing wealth. Our multi-disciplinary wealth management professionals take a proactive approach to helping high net-worth individuals and families achieve their wealth goals. Services include wealth planning, investment management, banking, tax planning, trust and estate services, and philanthropy.
-