Tania is National Head of Wealth Planning with BMO Private Bank and is responsible for strategic development and delivery of customized wealth planning services to high net worth individuals and families.
She joined BMO in 1999 and has more than 20 years of experience in financial services.
Learning is a passion for Tania and in 2013 she became a CFA charter holder. As well, she is a Certified Financial Planner (CFP), Chartered Investment Manager (CIM). She is also is a Fellow of the Canadian Securities Institute (FCSI). The Fellow of CSI (FCSI®) is the pinnacle financial services credential and the highest honour in Canadian financial services. It is reserved for an exclusive group of financial professionals who demonstrate unparalleled leadership, integrity, commitment and dedication to their clients and industry..
She is actively involved in the industry and most recently held the Chairperson role for the Personal Financial Planning Council at the Canadian Securities Institute from 2010 to 2014. She is now a member of the FCSI Council with CSI and is also on the Financial Services Program Advisory Committee at Seneca College.