Michael Callaghan
Senior Private Banker Family Office at Bmo Private Wealth
Based in Canada
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Seniority
Director
Department
Finance & Accounting
Location
Canada
Industry
Financial Services
Company size
1.6K
Contact information
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m•••••••@bmo.com
Phone
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Background
About Michael Callaghan
Michael joined BMO in 1989, after honing his skills as a Personal Banker he joined BMO Private Wealth in 2004. Michael is a highly skilled banker who specializes in assisting affluent families with their wealth management needs. His extensive experience and expertise in the ultra-wealth segment allow him to assemble a team of professionals who work collaboratively to create customize solutions for preserving and growing their wealth across generations. These solutions encompass various services including investment strategies, complex credit solutions, trust services, wealth planning, and philanthropic initiatives. With a deep understanding of the unique requirements and aspirations of affluent families, as well as individuals who come into sudden wealth through inheritance or monetization, Michael knows how to navigate the nuances and complexities of wealth management so that clients can have theconfidence that their goals are within reach.
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