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BMO Specialist portrait image. Your local Private Wealth specialist in Hamilton, ON

David Hulshof

Address

50 Bay St. South
2nd Floor
Hamilton, ON L8P 4V9

Languages

    English

My Background

David has over 10 years of industry experience, helping affluent clients reach their goals. David is an accomplished Estate and Financial Planner formerly working as a Director of Estate & Financial Planning at a large financial institution. Previous to that role, he was a Senior Wealth Advisor at a private brokerage. As a Private Wealth Consultant, David builds lasting relationships with each client by getting to know what matters most to them and their short and long-term priorities regarding family, work, lifestyle and money. Based on a full appreciation of their unique needs, he then engages a diverse team of BMO Private Banking professionals who work together to coordinate and advise on an array of solutions that reflects the client’s values and priorities. From banking and investment management to estate and trust services and wealth planning, together they create a customized and flexible wealth plan for the client. Over the lifespan of the relationship, the client’s plan is constantly adjusted to both external conditions and to transitions in their life.

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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.