About leen

Ieen is a dedicated Senior Private Banker providing the highest level of services to successful and affluent individuals and families. With her long standing, established, financial services knowledge and experience, Ieen assists her clients in a number of key banking areas: tailoring services to meet individual client requirements, taking initiative to sustain personal contact, customized lending, business financing for professionals, U.S. banking connections in various States through BMO Private Bank in the U.S. and above all, maintaining discretion. Ieen is an advocate within the BMO Financial Group of Companies and have expertise in knowing which options are best suited for her clients. She is known to be flexible, innovative, responsive and consistent.

Experience & background

Ieen joined BMO Financial Group in November 1988 and has been with BMO Private Banking since March 2010. She has worked in various areas of the bank, the last as a Branch Manager for 8 years managing various complex branches prior to joining the team of specialists in BMO Private Banking. As a Senior Private Banker, Ieen manages a portfolio of high net worth Canadian families. Ieen’s expertise ranges from everyday finance to much more complex banking solutions, with a focus on building trust and offering her clients the highest levels of customer satisfaction.

Education & credentials

• Professional Financial Planning designation (PFP) 

• Completion of the Canadian Securities Course 

• Certificate of Achievement – Financial Counselling

What sets us apart

Using a holistic approach, leen collaborates with her colleagues in BMO Private Wealth to design integrated solutions to enable clients to help achieve their personal wealth goals. leen’s goal is to empower clients with comprehensive and customized solutions for complex situations through coordinated and proactive wealth plans. leen knows how to navigate the nuances and complexities of wealth management so that clients can have the confidence that their goals are within reach.