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An insightful, personalized approach to defining your financial vision and creating the right path to help you reach it.

Insights for you

  Click image for video playback For estate planning, the environment in which…
JULY 27, 2021 PRATIK PATEL
WEALTH PLANNING UPDATE
Planning is important in any environment. When done correctly, you will be able to both minimize tr…
JUNE 22, 2021 PRATIK PATEL

The people behind the insights

hanny-pei-rodriguez
Hanny Pei-Rodriguez
Director, Estate Settlement Services
BMO Private Bank
Hanny Pei-Rodriguez joined BMO Harris Bank, Estate Settlement Services in …
Hanny Pei-Rodriguez joined BMO Harris Bank, Estate Settlement Services in 2020, coming from another large financial institut…
Hanny Pei-Rodriguez joined BMO Harris Bank, Estate Settlement Services in 2020, coming from another large financial institution where she administered special needs trusts, p…
brad-herman-cfp-aep-chfc
Brad Herman, CFP®, AEP®, ChFC®
Senior Wealth Planning Consultant
BMO Private Bank
Brad provides customized financial planning solutions to high-net-worth in…
Brad provides customized financial planning solutions to high-net-worth individuals and families as part of an overall perso…
Brad provides customized financial planning solutions to high-net-worth individuals and families as part of an overall personal wealth management strategy. He joined BMO Priv…
Suzie Eyrich
Suzie Eyrich
Financial Planner
BMO Private Bank
Suzie provides customized financial planning solutions to high net worth i…
Suzie provides customized financial planning solutions to high net worth individuals and families as part of an overall pers…
Suzie provides customized financial planning solutions to high net worth individuals and families as part of an overall personal wealth management strategy. Suzie joined BMO …
Stephen White
Stephen White
Managing Director
BMO Private Bank
Steve oversees a team of skilled professionals dedicated to providing high…
Steve oversees a team of skilled professionals dedicated to providing high net worth individuals, families, privately held b…
Steve oversees a team of skilled professionals dedicated to providing high net worth individuals, families, privately held businesses and nonprofit organizations with a full …

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