Successful female entrepreneurs, executives, and professionals all turn to our team for financial advice. We get to know you by stepping into your shoes and understanding your unique challenges while ensuring you achieve your financial goals based on your dreams.
We help women investors, like you, navigate the markets, develop long-term investment plans and grow your portfolio. We are committed to helping you build confidence in your investing abilities and taking care of your financial well-being. We are there for you through the good days and bad days, answering the questions that are keeping you up at night.
Lianne and Jamie are widely-known experts in their field. Jamie has spoken at the BMO Financial Group Women’s Financial Summit, Fierce Feminine Leadership Live Mentoring Series and Women of Influence events. Jamie and Lianne co-lead the first formal mentorship program for female advisors at BMO Private Wealth. Jamie is an active member of the Women Presidents Organization.
We are proud to work at an organization that supports female advancements and accomplishments. BMO strives to be the top banking choice for entrepreneurs and professionals. Click here to learn more.
The Di Rocco Keenan Wealth Advisory Group