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

Michael Callaghan

Address

20 Erb Street West
Suite 601
Waterloo, ON N2L 1T2

Languages

    English

My Background

I advise wealthy Canadian families, professionals, business owners and executives on solutions for banking, lending and cash flow management that help them reach their business and personal financial objectives and save them time so they can dedicate more time to the activities they value most. As their dedicated Private Banker, I take time to listen and get to know and understand each client’s circumstance and their financial needs and goals - for now and in the future. Then, with the support of a customized team of BMO Private Banking specialists, we look at the client’s entire financial picture. From managing their day-to-day banking needs to arranging specialized lending solutions, we take a holistic approach to designing a customized and integrated financial plan for each client. I regularly revisit this plan and adapt it for transitions throughout their lifetime. By using this approach to exceptional personal service with my clients, we develop relationships that are trusting, comfortable and long-lasting.

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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.