Sarasota?s Harris Private Bank and M&I Wealth Management, Both Part of BMO Financial Group, Joins Thousands of Fellow Employees Across North America in BMO Volunteer Day
SARASOTA, Fla. July 13, 2012 ? The Sarasota teams of Harris Private Bank and M&I Wealth Management, both a part of BMO Financial Group, recently walked out of their offices, exchanged their portfolios for paintbrushes and went to work for Community Haven for Adults and Children with Disabilities.
As part of BMO Financial Group?s North American Volunteer Day, the Sarasota private bank volunteers painted the inside of Community Haven?s barn. BMO Volunteer Day encompasses approximately 6,500 employees taking part in 400 projects across Canada and the U.S., including children and youth organizations, elder care, food banks, community housing and health care facilities, family resource centers, parks and recreational facilities, supporting military personnel overseas, relief organizations and homeless shelters. It is a legacy of BMO Harris Bank in the United States which launched the event in 2001.
?Volunteering is important to us as it supports our commitment to helping others,? reported Jack Kuhn, Florida Regional Manager and Sarasota Managing Director for M&I Wealth Management/Harris Private Bank, a part of BMO Financial Group. ?BMO encourages employees to recognize the needs of their local community, establish and execute a volunteer project and mobilize teams to fill that need,? noted Kuhn.
Mr. Kuhn added that volunteering has always played an important role in the lives of the Sarasota teams of Harris Private Bank and M&I Wealth Management. BMO Volunteer Day supports this commitment by providing opportunities to participate in charitable work and projects during business hours. BMO?s support takes many forms with the goal being to enhance and strengthen the communities it serves through corporate giving, volunteer efforts, board memberships, and active participation in agencies such as the United Way.
Anny Barker Schefler, Development Assistant for Community Haven, commented, ?We appreciate the support of our friends at Harris and M&I. We would not be able to continue the work we do without companies like them. On behalf of the over 700 persons with disabilities in Sarasota, Manatee and Charlotte counties, THANK YOU!?
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About Harris Private Bank, A part of BMO Financial Group
Harris Private Bank offers a comprehensive range of wealth management services that include investment advisory, trust, banking and financial planning to meet the financial needs of high net worth clients. Through integrated teams of experienced financial professionals, Harris Private Bank helps its clients realize their financial and lifestyle goals with solutions that are custom tailored and delivered with the highest level of personalized service.
About M&I Wealth Management, A part of BMO Financial Group
M&I Wealth Management, A part of BMO Financial Group, is a leading provider of trust, investment management and private banking services to corporations, institutions and affluent individuals. For high net worth individuals and families, M&I Wealth Management offers a comprehensive range of customized wealth management services that include financial planning, investment management and advisory services, trust and estate services, and private banking. In 2011, M&I Wealth Management became a part of BMO Financial Group, one of the largest diversified financial services organizations in North America with total assets of $538 billion CDN as of January 31, 2012, and more than 47,000 employees.
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Harris Private Bank is a trade name used by various subsidiary financial service providers of BMO Financial Corp. Banking product and services offered through Harris Private Bank are provided by BMO Harris Bank N.A. and their bank affiliates. Member FDIC. Not all products and services are available in every state and/or location.
M&I Wealth Management offers products and services through various affiliates of BMO Financial Corp., including Marshall & Ilsley Trust Company N.A., M&I Investment Management Corp., M&I Financial Advisors, Inc. (member FINRA/SIPC, maintaining its principal offices at 111 E. Kilbourn Ave., Milwaukee, WI 53202), North Star Trust Company and Taplin, Canida & Habacht, LLC. Insurance coverage is underwritten by a number of insurers. Insurance products are the obligation of the insurance company.
Investment products are NOT FDIC INSURED ? MAY LOSE VALUE ? CARRY NO BANK GUARANTEE. Estate planning requires legal assistance, which BMO Harris Bank N.A. and its affiliates do not provide; consult your personal counsel.
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About BMO Financial Group
Established in 1817 as Bank of Montreal, BMO Financial Group is a highly-diversified North American financial services organization. With total assets of $538 billion CDN as of January 31, 2012, and more than 47,000 employees, BMO Financial Group provides a broad range of retail banking, wealth management and investment banking products and solutions. BMO Harris Bank is a trade name used by BMO Harris Bank N.A. Member FDIC. BMO and BMO Financial Group are trade names used by Bank of Montreal.
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