BMO Private Wealth
525 8th Ave SW
Mina Maracle, CFP
Mina is a specialist in personal and commercial lending strategies for
high net worth individuals and their families. She implements tactics that
help with day to day banking needs as well as financing solutions to
support your milestones.
Mina will work closely with you to ensure that any strategies she
proposes will complement your investment and retirement plans. She
will identify your needs, assess your current situation, highlight gaps,
prepare recommendations, implement solutions and monitor your
borrowings regularly. If required, she will help coordinate participation
from your other advisors, such as lawyers and accountants.
Mina began her career in the banking industry in 2012. She has worked
in various different lines of businesses, with joining the Private Banking
sector in 2018. She now serves as a Private Banker.
With regard to her industry training and qualifications, Mina has obtained
the CFP (Certified Financial Planner) designation that attests to her
expertise in financial planning strategies and her commitment to uphold
a high standard of ethical responsibility. She has also completed other
financial planning courses and the Investment Funds in Canada Course
offered by Canadian Securities Institute.
When Mina is not in the office she enjoys hiking, skiing, biking and
spending time with her dog, Trigger.