Wealth Planning Consultant
Tel (905) 404-8929
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.