Presenter

Paul Lalonde

Senior Vice-Presodent, Managing Director, BMO Estate Insurance Advisory Services

PAUL LALONDE is responsible for the leadership and direction of BMO’s Estate Insurance Advisory division. His mandate is to create and implement strategic business plans to support and drive the growth of this division. His purpose is to streamline operations and foster an environment where advisors can focus on delivering an exceptional and consistent client experience.His team brings a large array of knowledge and expertise in Insurance and Estate Planning. Team members work closely with high net worth clients providing insurance solutions, tax sheltering investment alternatives, charitable giving strategy and estate planning solutions to minimize client’s tax burden and maximize their wealth and estate value.Paul graduated from McGill University with a bachelor degree in Finance. He since then completed his financial planning designation and he has just started the process to obtain his TEP designation (Trust and Estate Practitioner).Paul also played competitive hockey and tennis and was inducted into the Canadian Broomball Hall of Fame in 2015. Paul is most passionate about leadership and travelling with his wife and two daughters. 

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