BMO Harris Private Banking officially opens its first stand-alone office in Canada in Kelowna, B.C. on June 18.

Offering a wealth management service designed specifically for affluent Canadians, the office has been open for business since April 21. It had previously offered private banking services through premises at the Kelowna Main Branch of BMO Bank of Montreal during the past four years.

The 11-person team is led locally by Tom Klick, director and senior private banker. Team members specialize in a wide variety of disciplines such as banking, investment management, estate and trust services, as well as other specialty services, such as philanthropic advisory, and succession planning.

“We’re very pleased to bring our integrated approach to wealth management to more clients in B.C.’s Central Okanagan region,” says Diana Reid, senior vp and managing director, B.C. Region, BMO Harris Private Banking.

A member of BMO Financial Group, BMO Harris Private Banking serves the needs of affluent clients and their families; helping them with a wide range of complex financial issues.