Karen has more than 39 years of experience in the financial services and insurance industry. She works with our team to review a broad range of financial issues, important to every client. She works in the disciplines of estate, insurance and tax planning.
Director – Wealth Planning
Tyler has been in the Wealth Management industry for over a decade. He's experienced with the creation, recommendation and implementation of complex financial plans to service high net worth families and individuals. Tyler knows how to navigate the nuances and complexities of wealth management so that clients can have the confidence that their goals are within reach.
Pamela Wheeler, MTI
Director – Estate & Trust Services
Pamela administers a diverse account portfolio of Estates, Trusts, EnCircle and Continuity Accounts. She works closely with clients to ensure a meaningful and enriching experience with BMO Private Banking. Using a holistic approach, Pamela collaborates with her colleagues to design integrated solutions to enable clients to help achieve their personal wealth goals. Pamela’s goal is to empower clients with comprehensive and customized solutions, resolving complex situations through coordinated and proactive wealth plans.