Blair Pelling, BA
Investment Advisor
Lauren Shea
Senior Operations Administrator
A detail-oriented and outgoing young professional with a background in administration and financial services, Lauren is the Administrator for Kingston’s BMO Private Wealth division. She focuses on operations strategies to optimize our branch efficiency, while upholding the highest standards for compliance. Lauren believes that an adaptive and resourceful support system can provide any organization with a foundation for success.
Marilynn Thivierge
Investment Representative
Marilynn has over 30 years of customer service and business experience, joining BMO Private Wealth in February 2015. She co-ordinates all administrative matters concerning the operation of my client accounts. She has completed the Canadian Securities Cource (CSC) and the Conduct and Practises Handbook (CPH) Course with the Canadian Securities Institute. She also holds an Honours Bachelor of Science from Trent University.
Jonathan Haffie
Associate Private Banker
As an Associate Private Banker, it is my job to provide Blair's clients with a superior, personal banking experience with BMO. I will be able to guide you with your day to banking and borrowing in a way that can help you reach your financial goals.
As every client and situation is different, as trust builds in our relationship, I can provide personal advice on your situation to make sure your banking needs, credit cards, and borrowing are all working together in a way that best fits YOU. I have access to different everyday banking plans, credit cards, lines of credit, loans, and mortgage solutions that I can personalize to you in a way that makes sense.
I have been in the financial industry for over 10 years starting as a Customer Service representative and being promoted to a Financial Advisor. Over that time period I have gained knowledge and experience working with many different scenarios and learning to provide the best personal advice in a timely manner. Joining BMO Private Wealth in 2020 I have been assisting my clients not only with their everyday needs but their ever-changing needs during these unprecedented times. It allows me to work with you remotely allowing us to ensure nothing prevents me from providing you with the service you can expect from BMO Private Wealth.