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Investing your assets

From life changes to market changes, different seasons lead to different needs. Your investment strategies should be flexible enough to adapt. We take the time to understand what makes the most sense for you now and we adjust your portfolio over time to help you stay on track toward your goals.

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Investment Management
Investment research, asset allocation, portfolio management, advisory services and discretionary investing. For today and your future.
Insurance & Risk Management
Protection from the expected and the unexpected. Safeguarding your wealth—from insurance policies to business succession planning.
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We collaborate with your tax advisors to help minimize your obligations by maximizing tax-advantaged strategies.
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An unyielding commitment to helping you invest with confidence. A relentless dedication to helping you reach your goals.

Insights for you

With good news on the COVID-19 vaccine front and much—though certainly not all—of …
NOVEMBER 23, 2020 MICHAEL STRITCH, CFA YUNG-YU MA, PH.D.
WEALTH PLANNING UPDATE
With tax laws in a state of flux what planning strategies should you consider? With Vice Preside…
NOVEMBER 19, 2020 NATHAN BYERS STEPHEN WHITE
Election dust continues to settle Joe Biden has declared victory while President Trump continues…
NOVEMBER 09, 2020 MICHAEL STRITCH, CFA YUNG-YU MA, PH.D.

The people behind the insights

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…
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…
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
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…
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…
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…
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, …
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…
Jeffrey Rogers
Jeffrey Rogers
Equity Research Analyst
BMO Wealth Management - U.S.
Cheng Li, CFA
Cheng Li, CFA
Portfolio Strategist
BMO Wealth Management - U.S.
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…
Jay Ritter
Jay Ritter
Equity Research Analyst
BMO Wealth Management - U.S.

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