Melanie McDonald
Vice President & Regional Director (Western Canada), BMO Trust Company
Martha Moen
Head, Operational Excellence and Growth, Private Wealth North America
Mark Bayko
Head of North American Equities, BMO Private Wealth
Richard Belley, CFA®
Managing Director – BMO Portfolio Services Group, Fixed Income Strategist and Portfolio Manager, BMO Private Wealth
Sadiq S. Adatia, CFA, FSA, FCIA
Chief Investment Officer, BMO Global Asset Management
Tony Yu, CPA, CMA, MTI, TEP
Vice-President & Regional Director, Trust, Western Canada, BMO Private Wealth
Sue Noorloos
Director, Estate Planning
Shelly Kaushik
Economist, BMO Financial Group
Shelley Forsythe
Director, Family Enterprise Planning BMO Family Office
Sean Harding
Senior Wealth Planning Consultant, BMO Private Wealth
Scott Brison
Vice Chair, BMO Wealth Management
Sarah Burke
Wealth Planning Consultant
Sal Guatieri
Senior Economist and Director, BMO Capital Markets
Russ Visch
Technical Analyst BMO Nesbitt Burns Portfolio Advisory Team
Rod Larson
Managing Director, Head of Investment Manager Research & Alternatives North America, BMO Private Wealth
Robert Kavcic
Director and Senior Economist
Renee Thibert
Director, Wealth Planning, BMO Private Wealth
Rebecca Clark
Director, Wealth Planning at BMO Wealth Management
Randy Ollenberger
Oil & Gas Producers Analyst BMO Nesbitt Burns Inc.
Pratik Patel
Head U.S. Wealth Planning, BMO Wealth Management - U.S.
Malcolm White
Director & Portfolio Manager Global Equity, BMO Global Asset Management
Lydia Potocnik
Vice-President and Regional Director, Estate and Trust Services
Leila Francis
National Head, Fiduciary Advisory Services BMO Wealth Management U.S.
Larry Zelvin
Executive Vice President and Head of Financial Crimes Unit, BMO Financial Group
Brodie Taylor, CPA, CA
Director, Tax Planning, BMO Private Wealth
Kristin Milchanowski
Chief AI and Data Officer, BMO
