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Giving back

Making an impact and building a legacy. There are few things in life that are more rewarding. But when you give back, you want to do it your way. We believe it comes down to building a strategy around your values and vision.

Giving services

Trust & Estate
Personalized wealth transition planning, including asset preservation over generations, customized trust and estate plans and more.
Charitable Giving
Bringing your philanthropic vision to life—from building a personalized giving strategy to sharing the results of your charitable impact.
Tax Planning Strategies
We collaborate with your tax advisors to help minimize your obligations by maximizing tax-advantaged strategies.
Wealth Planning
Smart thinking, smart planning—from portfolio management and banking needs to estate considerations and charitable giving.
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

Business owners need to integrate their personal goals with the needs of their business as they jou…
JUNE 30, 2021 JAYNE HARTLEY
WEALTH PLANNING UPDATE
Women are becoming a mighty force in philanthropic giving, bringing their passions, creativity, and…
MARCH 09, 2021

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 …

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