This information is being used to support the promotion or marketing of the planning strategies discussed herein. The BMO Family Office brand provides family office, investment advisory, investment management, trust, banking, deposit and loan products and services. We may also ask you to provide a copy of your certificate of incorporation or similar document or other identifying documents. In this role, she oversaw several key initiatives at the firm and drove product and content development. As Chief Investment Officer, he is responsible for guiding strategic and tactical asset allocations for client portfolios and leads a team that conducts macroeconomic and market analysis, and also modeling across asset classes.
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