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Will Stewart

Address

350 7th Ave SW
7th Floor
Calgary, AB T2P 3N9

Languages

    English

My Background

Will joined Bank of Montreal in 2010 with retail banking in Toronto where he learned the fundamentals of offering a great client experience. After two busy years in central Canada, Will returned to his roots and moved back to Alberta, beginning work with Private Banking. Outside of work Will enjoys traveling and learning about other cultures, reading, and floating around the ice during his beer league hockey games. As part of a robust team of subject matter experts, Will advises high net worth families on investment strategies, financial planning, and estate planning. Will strives to provide clarity to client goals, and guidance on how to achieve those goals. Drawing on his experience and education, Will excels in distilling complex financial topics and client situations into simple, effective solutions. These solutions involve prudent asset allocation strategies and focus primarily on long term client goals including capital preservation, income generation, and peace of mind

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BMO Private Wealth is a brand name for a business group consisting of Bank of Montreal and certain of its affiliates in providing private wealth management products and services. Not all products and services are offered by all legal entities within BMO Private Wealth. Banking services are offered through Bank of Montreal. Investment management, wealth planning, tax planning, and philanthropy planning services are offered through BMO Nesbitt Burns Inc. and BMO Private Investment Counsel Inc. Estate, trust, and custodial services are offered through BMO Trust Company. BMO Private Wealth legal entities do not offer tax advice. BMO Trust Company and BMO Bank of Montreal are Members of CDIC.

®Registered trademark of Bank of Montreal, used under license.

Bank of Montreal, BMO Private Investment Counsel Inc. and BMO Trust Company are not Members of the Canadian Investor Protection Fund.