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Catalina Diaz, PFP® CFP®
Senior Private Banker
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As Senior Private Banker, I empower high net worth families to make financial decisions with confidence.
I am passionate about helping people realize their personal and financial goals. I work with clients to define their purpose and objectives in life. When not at work, you can find me spending time with my family, being in the outdoors, and an active member of the Yoga Community, having completed my 200 hour Yoga teacher training program.
I joined BMO in 2009 as an Investment Specialist and quickly moved into a Financial Planner role. I have worked with clients from all walks of life; professionals, entrepreneurs, and everyday hard-working families that were disciplined with their money in order to create wealth. I have an appreciation for people's stories and what drives them to succeed.
In my current role as a Senior Private Banker, I actively engage my partners and team of specialists in wealth planning, including areas of investment management, banking, tax planning, estate and trust services, philanthropy etc. This team approach allows us to create plans that keep you on the right path in all areas of your financial needs.