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    Todd Coleman


    10175 - 101 St NW
    19th Floor
    Edmonton, AB T5J 0H3



    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.

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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.