About Me

Lindsay Moro is a dedicated investment professional and is a trusted advisor with 27 years of experience advising affluent families. With a personalized and caring approach, she focuses on her client’s wants and needs and is known for her deep understanding of her client's situations.
 
Lindsay joined BMO Private Wealth in 2017 after working as a Financial Planner for 20 years at another financial institution. Lindsay holds the Chartered Investment Manager (CIM®), Certified Financial Planner (CFP®), Financial Management Advisor (FMA®), and Fellow of the Canadian Securities Institute (FCSI®) designations. She has a strong understanding of the needs of affluent investors and a passion for helping people achieve their goals. 
 
In her personal time, Lindsay’s enjoys spending time with her husband and son, usually camping on Manitoulin Island, or out on a golf course.

Catherine has over 20 years of experience in the financial services industry.  She joined BMO Private Wealth in 2005 and has held positions in Client Service, Compliance and Branch Management.

Having run the operations of our North Eastern Ontario branch for the past 12 years, she brings a wealth of knowledge to the team.  Her efficiency and attention to detail are integral to providing our clients with exceptional service.  Catherine is a licensed Registered Representative and is passionate about putting our clients first.

Catherine was born and raised in Sault Ste. Marie.  When she is not travelling the world, she enjoys golfing, kayaking and hiking.