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

Leif Erickson

Address

20 Erb Street West
3rd Floor
Waterloo, ON N2L1T2

Languages

English

My Background

Leif has been working with business owners and their families for the better part of a decade. Prior to joining BMO Nesbitt Burns, Leif was a part of our Commercial Banking and Global Asset Management division in both Vancouver & Toronto. His many years of experience has him well equipped to offer affluent individuals and their families customized wealth management & tax planning services. A graduate of Wilfrid Laurier University, Leif actively serves on the board of directors for both the National Service Dogs Charity and Big Brothers Big Sisters of Waterloo region. Leif can often be found around town playing golf or walking his chocolate lab, Cello.

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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.

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