Todd Coleman
MBA, CPA, FEA

My Background

I lead a team of seasoned and passionate professionals for BMO Private Wealth in Edmonton. My team provides integrated wealth management services to affluent families and entrepreneurs in the areas of investment management, private banking, estate and trust services, and wealth planning. My vision is to ensure that BMO Private Wealth provides an unparalleled client experience by taking a multi-disciplinary approach and collaborating with our clients to ensure we help them reach all of their financial goals. As part of a global team of experts, our sole focus is to collaborate with you to help you achieve all of your wealth management aspirations. Drawing on the greater power of BMO Financial Group, we’re uniquely positioned to meet all your cross-border requirements. We successfully manage wealth by: • Creating unique solutions to help you plan, grow, protect and transition your wealth • Driving exceptional outcomes to ensure your plan stays relevant to you and the fast-changing market • Taking an objective, holistic and long-term approach that considers all of your needs Being proactive is critical to our overall strategy. I believe that anticipating transitions and major life events will help us partner and be well prepared. I also believe that managing family and wealth during times of transition is getting more complicated and requires a full team approach to help make these technically and emotionally complex challenges become as simple as possible. That’s why our team of professionals strives to bring a multi-disciplinary approach to every client we serve.