Carol Lu is the Private Banker for BMO Private Wealth in Saskatoon, Saskatchewan. With over 12 years of extensive experience in the Canadian banking industry, she has joined BMO Private Wealth in the fall of 2024. Carol helps high net worth families, professionals, business owners build their wealth and simplify their financial life. She understands high net-worth clients and their complicated banking needs, and proposes customized and suitable financing and banking solutions, which assist clients meet their optimal financial goals.
She works closely with a team of professionals with expertise in Investment Management, Trust & Estate Planning, and various other financial planning specialties. Along with her team of experts, Carol is able to provide comprehensive and tailored solutions for her clients.
Carol brings knowledge and experience from across her broad career within BMO as a financial services manager, assistant branch manager and most recently, branch manager. She is regularly recognized as quarterly top performer and honouree of Conference of Stars in 2023.