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Investing

We design investment strategies driven by your goals, backed by extensive research and supported with detailed investment and performance reporting.

How we can help you

Objective investment advice, strategies and research

Market changes and life changes are inevitable. We work with you to adjust your investment strategies and tactics accordingly, so your family stays on track toward your goals. This is how we accomplish it. 

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Investment advice

Objective advice and experience in every aspect of wealth management for families and individuals.

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Investment strategies

Designing and managing customized strategies based on risk tolerance, tax considerations and other factors.

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Collaborative approach

Collaboration with other Family Office teams to deliver a differentiated investment platform.

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Leading research

Comprehensive research, strategies and detailed performance reporting for traditional and alternative investments.

Our team

The people behind the insights
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Michael Miranda, CFA®
National Head of Investments
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 Strategist
BMO Wealth Management - U.S.
Yung-Yu Ma is Chief Investment Strategist for BMO Wealth Management &ndash…
Yung-Yu Ma is Chief Investment Strategist for BMO Wealth Ma…
Yung-Yu Ma is Chief Investment Strategist for BMO Wealth Management – U.S.   As Chief Investment Strat…
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Michael Finan, CFA®
Managing Director
BMO Family Office
Michael D. Finan is a Managing Director with BMO Family Office, an integra…
Michael D. Finan is a Managing Director with BMO Family Off…
Michael D. Finan is a Managing Director with BMO Family Office, an integrated wealth management provider that serves ul…
John Banker
John Banker
Managing Director and the Head of Investment Research
BMO Family Office
John Banker is a Managing Director and the Head of Investment Research at …
John Banker is a Managing Director and the Head of Investme…
John Banker is a Managing Director and the Head of Investment Research at BMO Family Office, an integrated wealth manag…

Contact us

Call us

1-877-225-3863

Monday through Friday (excluding holidays) 7:30 a.m. to 5:00 p.m. Central Time

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Under $3 million in investible assets

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For those with $3 million to $100 million or more in investible assets

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