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Kara Craig

Kara helps high-net worth clients develop and implement customized and integrated wealth management solutions, ranging from Private Banking to Investment, Trust and Estate Planning Solutions. Her experience has taught her that every client is unique and she has been able to provide solutions specific to their requirements. She is highly committed to developing relationships built on trust. A native of New Brunswick, Kara was raised in Halifax, NS. She is the proud mom of sons, Ben and Jasper. Kara has been with Bank of Montreal since 1985, joining BMO Private Banking in 2015. Kara has 30 years of experience managing relationships with retail, commercial and private banking clients in Canada with additional cross border banking arrangements in the United States, Through Kara, clients can access an array of customized, integrated banking solutions for individuals, executives, holding companies, practices and professional corporations.

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Joe Fillmore

As a Private Banker at BMO Private Wealth, I advise Canadian families, professionals, business owners and executives on banking, lending and cash flow management to help them reach their business and personal financial objectives and dedicate more time to the activities they value most. I take time to listen and understand each client’s circumstances, financial needs and goals – for today and the future. Then, I bring in a customized team of BMO Private Banking specialists to look at their entire financial picture. From day-to-day banking to specialized lending, we take a holistic approach to design a customized, integrated financial plan. I regularly revisit this plan and adapt it as the client transitions throughout life.

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Alyssa Kelly

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Tyler Mackisoc

Tyler helps guide high-net worth clients in developing and implementing customized wealth management solutions, ranging from Private Banking to Investment, and Trust & Estate Planning services. His extensive background in banking and lending ensures each client receives the expert, and personalized service they need to ensure family success now, and in the future. He is firmly committed to developing relationships built on trust. A native of Calgary, AB Tyler has moved to the Maritimes and proudly calls Antigonish, NS home with his wife Kaylyn.

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Melissa Mosher

Using a family office approach, Melissa collaborates with her colleagues in BMO Private Banking to design integrated solutions that enable clients to achieve their personal wealth goals. Our belief is that relationships matter and personal connections create partnerships that last. To that end Melissa’s goal is to bring a human touch to your Private Banking experience

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Jeff Robichaud

Jeff began his career with BMO in 2004. He has held a variety of positions and has developed a well-rounded skill set of financial expertise. In his current role as a Private Banker, Jeff helps high-net-worth clients develop and implement customized and integrated wealth management solutions, ranging from Private Banking to Investment, Trust and Estate Planning Solutions. His experience has taught him that every client is unique and he is able to provide solutions specific to their requirements.

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