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Preparing for retirement

When? Where? And how much exactly? Plenty of questions go into retirement planning. Whether you’re just starting to plan for yours, want to manage your plan more effectively, or need to shift your strategy, we’ll help you get the answers.

Retirement services

Wealth Planning
Smart thinking, smart planning—from portfolio management and banking needs to estate considerations and charitable giving.
Investment Management
Investment research, asset allocation, portfolio management, advisory services and discretionary investing. For today and your future.
Retirement Planning
Retirement planning, tax-efficient cash flow, asset allocation and portfolio management to help you plan, save and transition your wealth.
Insurance & Risk Management
Protection from the expected and the unexpected. Safeguarding your wealth—from insurance policies to business succession planning.
Brokerage Services
An unyielding commitment to helping you invest with confidence. A relentless dedication to helping you reach your goals.

Insights for you

Over the next 30 years, it’s estimated that over $30 trillion in financial and non-financial …
OCTOBER 25, 2020
Health care is always a timely topic. Right now, we’ve noticed a lot of concer…
OCTOBER 05, 2020
WEALTH PLANNING UPDATE
Post-election tax planning strategies you may need to consider. You can only plan so much for t…
SEPTEMBER 30, 2020 STEPHEN WHITE

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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