Jerry Halma

• Negotiated favorable contracts with suppliers and vendors, ensuring cost-effective procurement processes.
• Directed market expansions to propel business forward, meet changing customer needs.
• Shaped solutions and approaches by leveraging trends in customer marketplaces and industries.
• Drove continuous improvement by fostering a culture of collaboration, accountability, and open communication across all levels of the organization.

Introducing BMO Trust Services within the BMO Financial Group.

Relationship manager for a number of ultra-high net worth trust and estate clients.

Mentoring trust personnel to allow them to develop into Trust Officers.

Develop relationships within the professional legal, investment and tax community for trust opportunities for BMO Trust.

Responsible for the delivery of estate and trust services for the Kelowna, Victoria and Vancouver trust offices.

Ensure compliance with all Policy and Procedures.

Market trust services, including developing Indigenous Trust opportunities.

Meet and exceed annual trust budgets.

Staff all locations.

Responsible for establishing policies and procedures for BMO Trust Company, which was established in 1994.

Marketing estate and trust services within the BMO Financial Group, concentrating on the retail branch network.

Relationship manager for estate and trust accounts.

Relationship manager for a number of estate, trust and agency clients.

Marketing trust services within the Vancouver estate and trust community.

Mentoring junior trust staff.

Responsible for the administration of a number of estate , trust and agency clients.

Responsible for the administration of a number of estate and trust clients.

Mentoring junior trust staff.