B M O Family Office
B M O Family Office comprises a team of experienced professionals helping clients navigate the complexities of substantial wealth. Your wealth allows you the freedom to live life according to your own terms. It also enables you to leave a legacy that you and your family can be proud of.
Why B M O Family Office?
Working with B M O Family Office provides access to industry-leading expertise, enabling families to steward wealth with purpose across multiple generations, and effectively define and meet lifestyle objectives. The B M O Family Office approach provides you with:
Insights and perspectives from our deep experience in advising individuals and families- Institutional-style platform, delivered with a boutique, personal touch
- Access to the right people, knowledge and expertise, and unique investment opportunities
- A focus on legacy planning to help successfully steward wealth on a multi-generational level
- Objectivity and non-conventional thinking, enabling us to challenge the status quo and bring innovative idea generation
Family office services
Investing Wisely
B M O Family Office designs purposeful and disciplined investment strategies by providing a bespoke approach to asset allocation from a household perspective. Our extensive, industry-leading research and cross-border platform enable us to provide a differentiated offering and philosophy for both Public and Private Market strategies.
Private Lending Solutions
B M O Family Office offers financing and treasury solutions through structured credit lines, specialty assets advice, and lending. With access to our commercial and private lending teams, we provide lending and cash management solutions appropriate for each unique financial situation.
Legacy Planning
B M O Family Office helps families define a purpose for their wealth by designing a comprehensive strategy including a family vision, a practical communication framework for family roles and expectations, and necessary wealth management skills. Coupled with this, B M O Family Office supports individuals and families to reflect on values, interests, and expectations. We help families in their philanthropic endeavors through education, advisory, administration, and a framework which enables you to measure your impact.
What we offer
Learn how B M O Family Office delivers a holistic approach to help with generational wealth.
Start the conversation
Answer a few questions about your wealth planning needs, and one of our B M O Private Wealth professionals will reach out.
Meet our leaders
Learn more about our experienced and trusted B M O Family Office leaders.
Paul Wylie
Head of Client Development and Experience for B M O Family Office
Joanna Ho
Director, Western Canada, B M O Family Office
Husayn Sidi
Director, Ontario and GTA, B M O Family Office
Kevin Malone
Managing Director, CCB Enterprise Coverage
Shelley Forsythe
Director, Family Enterprise Planning
Graham Kean
Director, British Columbia and Western Canada, BMO Family Office
Ryan Johnston
Director, Ontario and GTA, BMO Family Office
Steve Conrad
Director, Ontario and Atlantic Canada, BMO Family Office
Mathieu Ducharme
Director, Quebec and Eastern Canada, BMO Family Office
Start the conversation
Connect with a B M O Private Wealth professional about your needs.