During this presentation, they will provide an in-depth understanding of the current market trends, risks, and investment opportunities. Carol Schleif is the Chief Investment Officer of BMO Family Office, an integrated wealth management provider that serves ultra-affluent individuals, families and family offices across their tax, estate, investment, philanthropic, risk and family capital needs. If the requested information is not provided within 30 calendar days, the account will be subject to closure. Links to other websites do not imply the endorsement or approval of such web sites.
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Read MoreThe information you provide in this form may be used to perform a credit check and verify your identity by using internal sources and third party vendors. During this presentation, they will provide an in-depth understanding of the current market trends, risks, and investment opportunities. This information is not intended to be legal advice or tax advice to any taxpayer and is not intended to be relied upon as such. Guests will have an opportunity to ask questions. We may also ask you to provide a copy of your certificate of incorporation or similar document or other identifying documents. She is a sought-after speaker and thought leader, and a frequent contributor to Bloomberg, Reuters and other financial media.