Tara has always been passionate about supporting successful individuals and families as they navigate to a financially comfortable future. She is dedicated to helping her client’s meet their financial priorities at every stage of their lives and utilizes her Financial Planning skills, Tax Strategies, and market expertise. With 23 years of financial industry experience, Tara began at BMO in 2000 as a Financial Planner and joined BMO Nesbitt Burns in 2011 as an Investment Advisor. She graduated from McMaster University with a Bachelor of Social Science. Tara holds the Financial Manager Advisor (FMA), Professional Financial Planner (PFP), and the Fellow of the Canadian Securities Institute (FCSI) designations, as well as a certificate in Advanced Investment Advice.
Tara is passionate about mentoring young women in the firm by utilizing her decades of experience and thoughtful guidance. Tara is a member of the Oakville Soccer Club where she coaches her daughter's team. She is also a member of the Ontario Equestrian Federation and enjoys riding her horse and playing the piano in her spare time.
Jessica began her career with Bank of Montreal in 2017, most recently working as a Personal Banker. She obtained a Bachelor’s degree from Toronto Metropolitan University and is committed to continuous learning in the industry. With her 7+ years in customer service, she has proven excellence in relationship management, and personal and commercial banking. In her free time, she enjoys traveling, living an active lifestyle, exploring new restaurants, and spending time with friends and family.
Tara Kelly