Ivanka Horvat

Private Banker

As a dedicated Private banker for BMO Private Wealth, I advise clients on banking, lending and cash flow management services that will help them reach their financial objectives.

About you

Ivanka has been with BMO Private Wealth since January 2017. Through Ivanka, clients can access an array of customized, integrated banking solutions for individuals, executives, holding companies, practices and professional corporations. She is highly committed to developing relationships built on trust. From everyday banking needs to complex lending requirements, Ivanka is always available to provide solutions based on clients particular needs.

Experience & background

Ivanka brings 30 years of experience with BMO Bank of Montreal. She has worked extensively by managing relationships with retail, commercial & private clients in Canada and additional cross border banking arrangements in the United States.

During her professional career, Ivanka has helped high-net-worth clients develop and implement customized and integrated wealth management & banking solutions.

Her experience has taught her that every client is unique and she has been able to provide solutions specific to their requirements.

What sets us apart

Using a holistic approach, Ivanka collaborates with her colleagues in BMO Private Wealth to design integrated solutions to enable clients to help achieve their personal wealth goals.

Ivanka’s goal is to empower clients with comprehensive and customized solutions for complex situations through coordinated and proactive wealth plans. Ivanka knows how to navigate the nuances and complexities of wealth management so that clients can have the confidence that their goals are within reach.

About Me

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.