Tessa 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.
Tessa 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.
Tessa is highly regarded, both within BMO, and in the wider industry for her professionalism, work ethic, and her “unwavering commitment to the client experience”. She started with BMO in 2004, in Calgary and graduated to progressively senior roles within BMO in both Alberta and British Columbia. She joined BMO Private Banking team in 2018 as a Private Banker.