Heather Friedman

My Background

As a Private Banker at BMO Private Wealth, I advise professionals, business owners and executives on navigating intricate financial situations, and to structure complex transactions.

I value guiding my clients to achieve their financial objectives, and to allow them to dedicate more time to the activities they value most. I take time to listen and understand your circumstances, financial needs and goals — for today and the future. Then, I bring in a customized team of BMO Private Wealth professionals to offer unparalleled advice, service and convenience. From day-to-day to the most specialized needs, needs, we take a holistic approach to design a customized, integrated wealth plan. I regularly revisit this plan so it adapts as you and your family transition throughout life. By delivering exceptional personalized service, I develop relationships that are trusting, comfortable and long-lasting.