Karen Neal Headshot


Tailored solutions. Clear guidance. Distinctive service.

I believe your Private Banker should make your life tangibly better, and I’m dedicated to that aim for all my clients. Forming genuine connections with you and your family, I'm able to offer strategic solutions that suit your circumstances and achieve your goals—from simplifying your everyday banking, to taking advantage of opportunities to use your wealth wisely.

Through my nearly 30-year career at BMO, I’ve gained the expertise needed to navigate complex financial situations, and fostered a strong network to efficiently serve your needs. I bring the same loyalty and commitment to my clients, earning trust and confidence for the long term.

Thoughtfully adding to the select number of households that I manage each year enables me to maintain my elevated standards of service. I have earned awards for delivering an extraordinary client experience—but I believe the real measure of my value is that I’m the advisor my clients call first.


If you’re ready to experience what private banking should be, let’s connect.

Who I serve

I work with time-strapped leaders and affluent families, addressing the unique and complex needs of multigenerational wealth.

Learn about my client-focused approach 

What I offer

Convenient and tailored banking and borrowing, specialized lending, and expert, careful management of your full financial landscape.

Explore services suited to your needs

Who we are

I offer advice informed by deep and relevant experience, collaborating seamlessly with BMO Private Wealth specialists—or your own advisors.

Meet the team delivering integrated solutions

“Karen is a professional and caring person who is always happy to answer questions.” -Sandra 


It all starts with a conversation.

Schedule a private consultation.