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Mark Shillum
CFP, CIM

Address

17600 Yonge Street
Newmarket, ON L3Y4Z1

Languages

    English

My Background

I understand managing your wealth isn't simply a financial exercise. It requires an appreciation of your unique needs and an in-depth understanding of your goals and dreams and how these affect the people you care most about. I offer a simplified, objective, client-first approach to building, protecting, maximizing and transferring wealth for individuals, families and business owners.

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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.