Vice President, Regional Leader - Western Canada
|HNW Wealth Management Consulting|
|As a member of the Wealth Management Consulting team, Rose works directly with Advisors who want to position themselves as their clients’ CFO by helping them identify and address the needs and goals of their High Net Worth clientele. Rose brings together the knowledge and experience of our in-house tax and estate professionals and works with Advisors and their clients to develop sound wealth management plans. She provides Advisor support and direction about complex issues such as retirement and distribution planning, tax planning, cash management, estate and gift planning, transition planning and charitable giving.
Rose has over 20 years of experience in the financial services industry. Before joining BMO Nesbitt Burns, she has worked for several major investment firms where she provided clients with financial planning and investment counseling advice.
Rose holds the CERTIFIED FINANCIAL PLANNER®, and Chartered Investment Manager (CIM) Designations, as well as an Honours Bachelor of Commerce degree, Major in Accounting. Rose is a member of the Canadian Institute of Financial Planners.