Pratik Patel

US Head of Planning for BMO Wealth Management. Overseeing a national team of credentialed professionals charged with the delivery of integrated wealth management advice and services for client segments ranging from mass affluent through ultra high net worth.

Responsibilities include creating meaningful KPIs, defining a growth strategy, coordinating technology, managing a multi-disciplined team and more.

Expertise includes estate planning, financial planning, tax mitigation, wealth transfer planning, charitable and philanthropic planning, family governance and education, and business and corporate executive planning.