Brad Barclay's Colleagues at BMO Family Office
Junior Brocco
Managing Director & Head of Banking, Capital Advisory Services (Chicago, USA)
Michael Finan
Regional Chief Investment Officer, Managing Director, Investment Advisory Services
Brad Barclay's Contact Details
503-228-4300
Toronto,Ontario,Canada
BMO Family Office
Brad Barclay's Company Details
BMO Family Office is a wealth management advisory firm serving single family offices and wealthy families as their multifamily office. Drawing on decades of experience amassed through the legacy organizations that comprise BMO Family Office, we help navigate the complexities of managing substantial wealth through an integrated planning and advisory approach. Focusing on investments, tax and estate services, risk and family capital needs, and family wealth strategies, we are dedicated to providing objective, informed advice to our clients. With over 120 dedicated professionals, and each advisor averaging 20+ years of individual experience, our solutions are bespoke and high-touch. Backed by the strength and stability of our parent organization, we continue to operate in a boutique environment to serve our unique client base.Although our brand has changed, our new brand continues to underscore our commitment to serving single family and multifamily offices, both nationally and globally. To learn more about BMO Family Office, please visit us at www.bmofamilyoffice.com