BMO Family Office
Director, Private Wealth Advisor
BMO Private Bank
Paul serves as a lead advisor and relationship manager to high-net-worth individuals, families and organizations, including closely-held and family-owned businesses. Paul closely works with clients to gain a complete understanding of their lifestyle, career, philanthropic and wealth planning goals. Then, he identifies and engages a Client Strategy Team to create a unique and constantly evolving financial plan and strategy to help meet these goals. He joined the organization in 2002 and has over 16 years of experience in the financial services industry.
Paul earned a BA in Accounting from the University of Illinois in Urbana, Illinois. He is a Certified Public Accountant and a CERTIFIED FINANCIAL PLANNER™ professional.