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Insights for you

Key things to know and planning strategies to consider   After a long delay, the SECURE Act (whic…
JANUARY 06, 2020 RICHARD J. KOLLAUF STEPHEN WHITE
If you think that philanthropy means stuffing checks into postage paid envelopes that arrive in the…
NOVEMBER 26, 2019 BMO WEALTH MANAGEMENT - U.S.
WEALTH PLANNING UPDATE
Discuss these important tax considerations with your advisor before year-end  We’re o…
OCTOBER 30, 2019 NATHAN BYERS

The people behind the insights

Carl Hibben
Carl Hibben, CFP®, Senior Wea…
Financial Planner
BMO Private Bank
Carl provides customized financial planning solutions to high net worth in…
Carl provides customized financial planning solutions to high net worth individuals and families as part of an overall perso…
Carl provides customized financial planning solutions to high net worth individuals and families as part of an overall personal wealth management strategy. He joined the orga…
Stephen L. Williams, CFP¨, CIMA¨
Stephen L. Williams, CFP®, CI…
Senior Vice President, Head of Financial Planning, U.S.
BMO Private Bank
Steve oversees the strategic development and delivery of customized financ…
Steve oversees the strategic development and delivery of customized financial planning services to high net worth individual…
Steve oversees the strategic development and delivery of customized financial planning services to high net worth individuals and families throughout the United States. Steve…
Michail Gournis
Michail Gournis, Private Weal…
Director, Private Wealth Advisor
BMO Private Bank
Michail serves as a lead advisor and relationship manager to high-net-wort…
Michail serves as a lead advisor and relationship manager to high-net-worth individuals, families and organizations, includi…
Michail serves as a lead advisor and relationship manager to high-net-worth individuals, families and organizations, including closely-held and family-owned businesses. Micha…
Daniel L.  Gerding
Daniel L. Gerding
Director, Private Wealth Advisor
Dan serves as a lead advisor and relationship manager to high-net-worth in…
Dan serves as a lead advisor and relationship manager to high-net-worth individuals, families and organizations, including c…
Dan serves as a lead advisor and relationship manager to high-net-worth individuals, families and organizations, including closely-held and family-owned businesses. Dan close…
Stephen White
Stephen White
Regional Leader Wealth Planning
Stephen provides customized financial planning solutions to high net worth…
Stephen provides customized financial planning solutions to high net worth individuals and families as part of an overall pe…
Stephen provides customized financial planning solutions to high net worth individuals and families as part of an overall personal wealth management strategy. He joined BMO P…
Paul  Majerus
Paul Majerus, Business Owner …
Business Owner Strategist
BMO Private Bank
Paul Majerus is a Business Owner Strategist with BMO Private Bank and a ke…
Paul Majerus is a Business Owner Strategist with BMO Private Bank and a key member of BMO’s Business Owner Strategies …
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 gro…
Kris Yamano
Kris Yamano
Regional Leader of Wealth Planning, U.S.
BMO Private Bank
Kris is the Regional Leader of Wealth Planning for the Western and Sunbelt…
Kris is the Regional Leader of Wealth Planning for the Western and Sunbelt States Region. Kris is based in Scottsdale, Arizo…
Kris is the Regional Leader of Wealth Planning for the Western and Sunbelt States Region. Kris is based in Scottsdale, Arizona, and services clients in Arizona, Seattle, Flor…
Jason Miller
Jason Miller
National Head of Sales Strategy & Practice Management
BMO Wealth Management – U.S.
Jason is responsible for the sales strategy and practice management for ou…
Jason is responsible for the sales strategy and practice management for our Wealth Management businesses across the U.S. Thi…
Jason is responsible for the sales strategy and practice management for our Wealth Management businesses across the U.S. This includes developing a robust sales culture with …
Kathleen J. Howe-Hrach
Kathleen J. Howe-Hrach
Senior Wealth Planning Consultant
BMO Private Bank
Kathy provides customized financial planning solutions to high net worth i…
Kathy provides customized financial planning solutions to high net worth individuals and families as part of an overall pers…
Kathy provides customized financial planning solutions to high net worth individuals and families as part of an overall personal wealth management strategy. She joined BMO Pr…
Richard J. Kollauf
Richard J. Kollauf
Vice President & Director, Business Advisory and Estate Planning
BMO Private Bank
Rick is Director of Business Advisory at BMO Private Bank. …
Rick is Director of Business Advisory at BMO Private Bank.  He specializes in providing customized estate and…
Rick is Director of Business Advisory at BMO Private Bank.  He specializes in providing customized estate and succession planning solutions to high net worth i…
John Banker
John Banker
Managing Director and the Head of Investment Research
BMO Family Office
John Banker is a Managing Director and the Head of Investment Research at …
John Banker is a Managing Director and the Head of Investment Research at BMO Family Office, an integrated wealth management…
John Banker is a Managing Director and the Head of Investment Research at BMO Family Office, an integrated wealth management provider that serves ultra-affluent individuals, …
Jon Finney
Jon Finney
Director, Traditional Research
BMO Family Office
Jon Finney is the Director of Traditional Research at BMO Family Office. …
Jon Finney is the Director of Traditional Research at BMO Family Office. Jon joined the firm in 2008 and has more than …
Jon Finney is the Director of Traditional Research at BMO Family Office. Jon joined the firm in 2008 and has more than 15 years of experience in the financial services i…
Jeffrey Rogers
Jeffrey Rogers
Equity Research Analyst
BMO Wealth Management - U.S.
Chad Cassinelli
Charles (Chad) Cassinelli
Chad Cassinelli — Managing Director of the Central States
BMO Private Bank
Chad oversees the strategic development and delivery of BMO Private Bank&r…
Chad oversees the strategic development and delivery of BMO Private Bank’s personal wealth management platform to high…
Chad oversees the strategic development and delivery of BMO Private Bank’s personal wealth management platform to high net worth individuals, families and organizations…
Jonathan  Batt
Jonathan Batt
National Director, Digital Strategy
As National Director for Digital Strategy, Jonathan is responsible for def…
As National Director for Digital Strategy, Jonathan is responsible for defining and developing the Digital Road Map for all …
As National Director for Digital Strategy, Jonathan is responsible for defining and developing the Digital Road Map for all US Wealth Businesses which include: BMO Harris Fin…
Cheng Li, CFA
Cheng Li, CFA
Portfolio Strategist
BMO Wealth Management - U.S.
Jay Ritter
Jay Ritter
Equity Research Analyst
BMO Wealth Management - U.S.
Peter  Wolynski
Peter Wolynski
Senior Wealth Planning Consultant
Peter Wolynski is a Senior Wealth Planning Consultant with BMO Private Ban…
Peter Wolynski is a Senior Wealth Planning Consultant with BMO Private Bank.   Peter provides customized financia…
Peter Wolynski is a Senior Wealth Planning Consultant with BMO Private Bank.   Peter provides customized financial planning solutions to high net worth individuals…
Nathan  Byers
Nathan Byers
Senior Wealth Planning Consultant
BMO Private Bank
Nathan Byers is a Senior Wealth Planning Consultant with BMO Private Bank.…
Nathan Byers is a Senior Wealth Planning Consultant with BMO Private Bank.   Nathan provides customized financial…
Nathan Byers is a Senior Wealth Planning Consultant with BMO Private Bank.   Nathan provides customized financial planning solutions to high net worth individuals …
Mark Fabek, CFP<sup>®</sup>
Mark Fabek, CFP®, Wealth Plan…
Wealth Planning Consultant
BMO Private Bank
Mark provides customized financial planning solutions to high net worth in…
Mark provides customized financial planning solutions to high net worth individuals and families as part of an overall perso…
Mark provides customized financial planning solutions to high net worth individuals and families as part of an overall personal wealth management strategy. He joined the orga…
Paul A. Tromp, CFP¨, CPA¨
Paul A. Tromp, CFP®, CPA®
Director, Private Wealth Advisor
BMO Private Bank
Paul serves as a lead advisor and relationship manager to high-net-worth i…
Paul serves as a lead advisor and relationship manager to high-net-worth individuals, families and organizations, including …
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 clo…
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 …
Tom Lenkiewicz
Tom Lenkiewicz,CFP®
Financial Planner
BMO Private Bank
Tom serves as an advisor to high net worth individuals, families and organ…
Tom serves as an advisor to high net worth individuals, families and organizations, including closely-held and family-owned …
Tom serves as an advisor to high net worth individuals, families and organizations, including closely-held and family-owned businesses, endowments and foundations, and assemb…
Ryan  Cotton
Ryan Cotton
Director of Private Markets
BMO Family Office
Ryan Cotton is a Director of Private Markets with BMO Family Office, an in…
Ryan Cotton is a Director of Private Markets with BMO Family Office, an integrated wealth management provider that serves ul…
Ryan Cotton is a Director of Private Markets with BMO Family Office, an integrated wealth management provider that serves ultra-affluent individuals, families and family offi…
Tiiffany Irving
Tiffany Irving, CFP®, Private…
Director, Private Wealth Advisor
BMO Private Bank
Tiffany serves as a lead advisor and relationship manager to high-net-wort…
Tiffany serves as a lead advisor and relationship manager to high-net-worth individuals, families and organizations, includi…
Tiffany serves as a lead advisor and relationship manager to high-net-worth individuals, families and organizations, including closely-held and family-owned businesses as wel…

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