Thought Leader

Derek Garland

Director, Business Owner Strategist on the BMO BOSS- Business Owner Strategies and Solutions team

Derek Garland serves as Director, Business Owner Strategist on the BMO BOSS–Business Owner Strategies & Solutions team, a specialized group of professionals that provides sophisticated wealth transfer, succession and transition planning gu…

Thought Leader

Lynne Dorsey

Director, Investment Advisory Services

BMO Family Office

Lynne Dorsey is a Director of Investment Advisory Services with BMO Family Office, an integrated wealth management provider that serves ultra-affluent individuals, families and family offices across their tax, estate, investment, philanthropic, risk…

Thought Leader

Paul Majerus

Business Owner Strategist

BMO Private Bank

Paul Majerus is a Business Owner Strategist with BMO Private Bank and a key member of BMO’s Business Owner Strategies and  Solutions (BOSS) team, a specialized group of professionals that provides sophisticated wealth transfer, estate and…

Thought Leader

Stephen White

BMO Private Bank

Stephen White serves as a Senior Business Owner Strategist with the BMO BOSS - Business Owner Strategies & Solutions team, a specialized group of professionals that provides sophisticated wealth planning guidance to business owners and corporate…

Thought Leader

Yale Kofman

Director

BMO Family Office

Yale Kofman is a Director of Investment Advisory Services with BMO Family Office, an integrated wealth management provider that serves ultra-affluent individuals, families and family offices across their tax, estate, investment, philanthropic, risk …