Select Region/Language
US
China

We’re coming up empty for insights on “SEARCH_QUERY”

We’re coming up empty for services on “SEARCH_QUERY”

Service offered through BMO Investment Services

We’re coming up empty for team members on “SEARCH_QUERY”
We’re coming up empty for “SEARCH_QUERY”

Make sure you’ve spelled everything correctly, or try searching for something else

Looking for something else?

Building a legacy

Being there for each other through every life stage, from caring for aging parents to providing financial stability for the next generation. That’s what families do. Whatever you need, whatever your goals, we’ll help you be there for yours.

Family services

Wealth Planning
Smart thinking, smart planning—from portfolio management and banking needs to estate considerations and charitable giving.
Trust & Estate
Personalized wealth transition planning, including asset preservation over generations, customized trust and estate plans and more.
Banking & Borrowing
Solutions for every life phase and needs, including private banking, borrowing and cash management strategies.
Insurance & Risk Management with BMO Investment Services
Protection from the expected and the unexpected. Safeguarding your wealth—from insurance policies to business succession planning.
Financial Planning with BMO Investment Services
An insightful, personalized approach to defining your financial vision and creating the right path to help you reach it.

Insights for you

It is a proven fact that women earn less than men in the workplace. That said, women can take charg…
NOVEMBER 02, 2021
Here at BMO, we focus on two things: your values and your vision. You don’t need millions to …
OCTOBER 27, 2021 SHANNON KENNEDY
WEALTH PLANNING UPDATE
Irrevocable trusts are helpful for individuals and families to meet their wealth planning objective…
OCTOBER 26, 2021 JOEL SCHOENMEYER

The people behind the insights

Julie Ann Garber
Julie Ann Garber
Vice President and Senior Wealth Planning Consultant with BMO Private Bank
Julie Ann Garber is a Vice President and Senior Wealth Planning Consultant…
Julie Ann Garber is a Vice President and Senior Wealth Planning Consultant with BMO Private Bank. Julie Ann provides customi…
Julie Ann Garber is a Vice President and Senior Wealth Planning Consultant with BMO Private Bank. Julie Ann provides customized financial planning solutions to high net worth…
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…
therese-pershall-q3-1
Therese Pershall
Private Wealth Advisor
BMO Wealth Management
Therese serves as a lead advisor and relationship manager to high-net-wort…
Therese serves as a lead advisor and relationship manager to high-net-worth individuals, families and organizations, includi…
Therese serves as a lead advisor and relationship manager to high-net-worth individuals, families and organizations, including closely-held and family-owned businesses. She w…
kate-lyons-q3-2
Kathryn Lyons
Sr. Portfolio Manager
BMO Wealth Management
Kate serves as part of the Client Strategy Team, where she provides custom…
Kate serves as part of the Client Strategy Team, where she provides customized investment management and advisory solutions …
Kate serves as part of the Client Strategy Team, where she provides customized investment management and advisory solutions for high net worth individuals, families and organ…
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 …

Contact us

Call us

1-877-225-3863

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

Find an advisor or office

Use our easy locator tool to find an advisor who can help you with your wealth management needs.

Find a BMO Investment Services financial advisor

Under $3 million in investible assets

Find a BMO wealth advisor

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

Let us contact you

Schedule a call with one of our wealth advisors.

All fields are mandatory, unless marked optional.

Please enter first name
Please enter last name
Contact me by:
Please check your email address and try again
Please check your phone number and try again
Please Select a time to call (Optional)
What are your needs? (Optional)
Please select your investible assets
help info icon
This allows us to match you with the wealth advisor who can best address your needs.
Tell us more about your needs so that we can provide you with the solutions that best fit your needs. (Optional)