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4881 Yonge Street
9th Floor, PO Box 37
Toronto, ON
M2N 5X3
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Tracy McClure

Director, Wealth Planning at BMO Wealth Management

Tracy counsels high net worth families and entrepreneurs on Wealth Planning solutions, providing support to her BMO colleagues as part of an integrated wealth planning team. Levering accounting and tax consulting expertise, she offers the unique ability to connect with affluent Canadians on a deeper level, helping to articulate their wealth aspirations at any stage. Fostering a consistent, value-add approach, Tracy takes the time to truly understand what drives our clients, creating innovative and tailored solutions for every family.

Tracy joined BMO Financial Group in 1991, beginning as a Senior Manager in Private Client Services, preparing and implementing comprehensive financial plans for a portfolio of high net worth individuals. She then spent 15 years as a senior learning partner and consultant at BMO’s Institute for Learning, working with various lines of business, including Wealth Management, developing and executing effective learning programs. In 2015, she transitioned to Wealth Management Consultant, working to broaden the client experience with a more holistic approach that addresses the inherent connection between business ownership and future wealth plans.