Portfolio Manager & Senior Investment Advisor
BMO Nesbitt Burns
1 First Canadian Place
Rhonda Blanch, CFP®
Estate and Insurance Advisor
Rhonda began her career in the financial services industry in 2001 and joined BMO Nesbitt Burns in 2013. A CFP® professional, Rhonda employs a comprehensive process to understand and assess your wealth management needs. Her objective is to ensure you meet your specific goals for building, preserving and passing on your wealth. Where appropriate, insurance-based strategies are implemented to provide tax sheltered investment accumulation, mitigate financial risk, create tax-efficient income, and reduce investment and estate taxes.
Senior Private Banker
Nancy brings more than 19 years of experience in banking and financial markets to her role as Senior Private Banker servicing business owners, entrepreneurs, high net worth clients and their families in the Toronto market. As a dedicated Private Banker, Nancy creates sophisticated banking packages and a full suite of personalized credit solutions for her clients and their families. She then draws on a team of BMO professionals/experts who specialize in investments, commercial banking, as well as tax and estate planning to create a uniquely personalized banking experience for her clients.
Associate Private Banker
Amanda has worked at BMO since 2014, and joined BMO Private Banking in 2019. Her current clientele represents a diversified mix of business owners and professionals who seek expert advice, delivered from a coordinated team of professionals. As an Associate Private Banker, Amanda acts as a relationship manager for clients requiring a high level of expertise and service in managing their financial affairs. As the benefits of wealth rarely come without complications and challenges, Amanda along with her team of talented and knowledgeable professionals, challenge successful Canadian families to take action on what is important to drive exceptional outcomes today and through times of transition.