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As our business has grown we had no idea of our obligations as employers, having the BMO HR team there to help us get everything on track and under control as been so helpful and we can continue to run our business how we know.

Thank you so much Paul for all your work and help. You certainly made it much easier for us!

Paul has completed my business proposal for my new business and I must say I am very impressed with the professional service I received from Paul. Paul gave 110% service to me whilst handling my business proposal, and made dealing with him an absolute delight.

We are grateful for the work that Paul carried out on our behalf and would not hesitate to ask Paul to assist us should we require financial services offered by BMO Lending Services in the future.

Paul provided a timely and professional service which allowed me to find the most beneficial lending proposal. This would not have been achievable on my own. I would recommend Paul and BMO Lending Services to anyone.

Our business started small and we have always been treated like we are somebody.

BMO is a “one stop” shop and there is a lot more training, guidance and feedback than our previous accountants.

Our business is small now but I just know we will grow with BMO on our side steering us in the right direction.

Our succession plan has taken many twists and turns over the years but Kelvin has always been there to offer us solutions and ideas and work with us and our solicitor to get the best results for us.

When we first decided to take the step and set up our succession plan, Michelle was with us on the journey to direct us and keep us on track and help make the transition an easy one for all our family.

We wanted to be hands-on with our managed fund, but we don’t understand all the obligations and rules, so it’s nice to know BMO have it all under control.

Having control of our super fund, what we invest in and watching it grow for our retirement has given us much pleasure but the most reassuring thing is knowing the BMO super team are there to assist and guide us in making sure our fund in compliant.