Senior Private Banker, BMO Harris Private Banking
Tel: (416) 359-5179
Donna has over 20 years of experience in the financial services industry and has worked extensively with high net worth Canadian families by customizing and managing their personal banking services tailored to their unique situations.
Donna is a CERTIFIED FINANCIAL PLANNER® (CFP) and is a member of the Canadian Institute of Financial Planners (CIFPs).
Donna excels in providing superior service and is proud to be a trusted advisor and a link between personal, commercial and US banking services. Offering creative credit solutions to assist in wealth building and preservation.
Donna McLean is an employee of Bank of Montreal, an affiliate of BMO NBI. Bank of Montreal is not a member of the Investment Industry Regulatory Organization or a Member-Canadian Investor Protection Fund.