Amanda Shek, CPA

Private Banker

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.

I joined BMO Private Wealth in 2017 and have over 15 years of banking and borrowing experience. I have an undergraduate degree from Concordia University, and am Chartered Professional Accountants (CPA).

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Rosie Zhang

Private Banking Officer

Rosie Zhang has been with BMO Financial Group since 2020 and brings a strong foundation in business through her Bachelor of Management from Western University. Throughout her career, Rosie has developed a reputation for being thoughtful, dependable, and detail‑oriented in her work. She is committed to delivering a high standard of service and takes pride in supporting both team members and clients with care and professionalism. Outside of work, Rosie enjoys exploring hidden city gems and discovering new places that bring creativity and inspiration into her day‑to‑day life.