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We start by learning about you. When we begin our relationship, we work with you to get an in-depth understanding of your goals and priorities relating to your family, work, lifestyle and money.

 

By understanding who you are and what matters to you most, we strive to provide advice that will make a positive difference on your life and the life of your family.

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THE CENTRE OF OUR APPROACH

 


 

We work with you to understand and address your immediate needs and prioritize your goals.
Your dedicated professional will work with you to build your wealth plan based on what they learn from you.
Together, we take action on your wealth plan and regularly revisit to make sure that it always reflects your situation.

The Centre of Our Approach

We’re here for you. You have a dedicated team of professionals to help you achieve your goals.

Your family is our focus. We get to know your story so we can consistently serve you and your family over time.

We help save you time and reduce your worry. We take care of your financial matters so you don’t have to.




OUR TEAM APPROACH

 


 

Your BMO Private Banking team is part of a bigger picture. We can draw on truly global resources and
almost 200 years of wealth management experience to help you achieve your goals. We can also collaborate
with your existing network of tax, legal and other advisors.

Our Team Approach

OUR EXECUTIVE TEAM

 


 

Combining expertise, passion and experience, our executive team promotes a collaborative, client-centred culture to ensure successful outcomes for all our clients.


Contact Us

 


 

 

 

MYRA CRIDLAND

SVP and Head of BMO Private Banking, Canada & Asia

 

Myra Cridland is Senior Vice-President and Head of BMO Private Banking, Canada and Asia. She is responsible for ensuring an exceptional client experience through the strategic delivery and development of BMO Financial Group’s private banking strategy in Canada and Asia. Myra leads a team of more than 800 professionals who provide expert advice and highly personalized services in banking, investment management, estate, trust, succession planning and philanthropic services.


 

Regional Leadership

 

Our Regional Vice-Presidents implement BMO Private Banking’s business strategy in their respective regions, each leading a team of expert, specialized professionals who deliver exceptional client experiences for affluent individuals and families, business owners and entrepreneurs and professionals and executives.

Jennifer Muench

 

JENNIFER MUENCH

Vice-President & Managing Director
BC Region
Ken Fetherstonhaugh

 

KEN FETHERSTONHAUGH

Vice-President & Managing Director
Prairies Region
Janet Peddigrew

 

JANET PEDDIGREW

Vice-President & Managing Director
GTA and Ontario Region
Alan Desnoyers

 

ALAN DESNOYERS

Vice-President & Managing Director
Quebec Region
Rick Thomson

 

RICK THOMSON

Vice-President & Managing Director
Atlantic Region

 

National Office Leadership

 

Our National Office leaders set the business and product strategies for our Platinum Banking, Investment Management and Trust and Estate services, striving for an exceptional experience for our clients and their families at all stages of their lives.

David Heatherly

 

DAVID HEATHERLY

Chief Operating Officer, BMO Private Banking
Richard Mason

 

RICHARD MASON

Vice-President and Head, Investment Management, President and CEO of BMO Private Investment Counsel Inc.
Gord Graves

 

GORD GRAVES

Vice-President and Head, Trust & Estate Services, and CEO of BMO Trust Company
Craig Downey

 

CRAIG DOWNEY

Vice-President and Head, Platinum Banking

CONTACT US

 


 

Let’s have a conversation about how
BMO Private Banking
can help you and your family.