Tim Leonard
Senior Private Banker @BMO
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WORK HISTORY
Senior Private Banker @BMO
CA
With 37 years’ experience on Toronto’s Bay Street, in a wide variety of commercial/ corporate banking sectors (Publicly listed, Family Office, Private Equity, Cross-Border) and in leading numerous transactions including leveraged buy-outs, acquisitions, structured financings, syndications and work-outs, I bring a well informed approach from a Private Wealth perspective to assist Family Offices and their Principals achieve their financial goals in a holistic and multi-generational setting, delivering bespoke client solutions.
EDUCATION
Family Enterprise xchange
FEA
Chartered Financial Analyst
CFA, 1989
McMaster University
BA
ABOUT TIM LEONARD
Focused on Ultra High Net Worth Family Offices, and with 37 years’ experience on Toronto’s Bay Street in a wide variety of sectors (Publicly listed, Family Office, Private Equity, Cross-Border) delivering a sophisticated level of understanding around family enterprises and their unique challenges. Complex multi-generational issues and requirements are recognized, with a unique holistic multi-disciplinary approach to serving family enterprises and their Principals with a focus on their financial health and wellbeing.
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