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    BMO Specialist portrait image. Your local Private Wealth specialist in Edmonton, AB

    Patrick Leonard
    Senior Investment Advisor, Senior Wealth Advisor, Portfolio Manager BMO Nesbitt Burns


    Address

    8706 - 150 Street
    Edmonton, AB T5R 1E4

    Languages

    • English

    My Background

    I am privileged to work with High Net Worth Individuals, their companies and families to build and protect their wealth. My team and I provide expert advice and customer service that comes with 20 years of experience in the financial service industry; while at the same time eagerly pursuing innovative new strategies to manage risk, improve returns and save on taxes to create more intergenerational wealth.

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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.