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56 results from “new tax plan”

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Jim Cody
Thought Leader
Jim Cody
Managing Director
BMO Family Office

Jim joined the organization in 2000 and has more than 25 years of professional experience. Jim is responsible for the enterprise-wide delivery of comprehensive family office solutions to individuals and families of substantial wealth. Jim specialize…

meeta-yadava
Executive
Meeta Yadava
Managing Director
BMO Family Office

Meeta Yadava is a Managing Director at BMO Family Office, an integrated wealth management provider that serves ultra-affluent individuals, families and family offices across their…

Pratik Patel
Executive
Pratik Patel
Managing Director and Head of Family Wealth Strategies
BMO Family Office

Pratik Patel is a Managing Director and Head of the Family Wealth Strategies team with BMO Family Office, an integrated wealth management provider that serves ultra-affluent indiv…

Susanna Poon
Thought Leader
Susanna Poon
Director of Philanthropy Services,
CTC | myCFO

Susanna Poon is Director of Philanthropy Services with CTC | myCFO. She joined BMO in 2015 and has 9 years of estate planning experience. She is responsible for delivering comprehensive family office solutions to individuals and families of substant…