Roger is a senior financial professional specializing in relationship management, providing integrated wealth management services, including banking, investment management, estate and trust, business succession planning and philanthropic services, to affluent individuals and their families in the Toronto area. Prior to joining BMO Private Banking, Roger was a Senior Financial Service Manager providing investment and financial advice to a group of high value clients. He also spent ten years with a leading financial institution serving as a financial advisor to high net worth clients. Roger has over 20 years of banking and investment experience. He is a graduate of the University of York with majors in Commerce. He is also a Professional Financial Planner holder.