James W. Kraft, CLU, CFP, CH.F.C., TEP, CPA,CA, M. Tax

Advisor, BMO Financial Group

Jim offers his clients informed insight across many estate planning issues, levering advanced market experience – more than 30 years of specialized tax, estate, and insurance expertise – and a unique understanding of the financial and emotional complexities of family wealth. Integral to his value-add approach is a focus on aligning clients’ needs with his extensive network of professionals; creating opportunities to deepen existing relationships and enhancing the experience for the duration of the relationship.