Our Team

Kari joined BMO Financial Group in 2007 and has extensive experience working directly with clients to support their financial goals. Since 2015, she has served as a Private Banker on the Midtown team, providing personalized wealth management and tailored financial solutions. Prior to this role, Kari gained valuable experience as an Associate at BMO Private Banking at First Canadian Place and as a Financial Planner in Yorkville, where she specialized in investment strategies, retirement planning, and estate management.

Kari is committed to building strong, trust-based relationships and helping clients navigate complex financial landscapes with confidence.

She resides in Toronto’s Beaches neighborhood with her husband and two young children. Outside of work, Kari enjoys exploring the city’s diverse culinary scene and traveling.

Education & Credentials

• Bachelor of Arts, Dalhousie University 
• Personal Financial Planner (PFP) Designation

Kevin began his career at BMO in July of 2019 as a Customer Service Representative at the Lawrence Celt Branch while also achieving a Bachelor of Art in Business Economics from York University. After graduating he transitioned to his new role as a Personal Banking Associate before joint Private Wealth in August of 2022 as a Private Banking Officer.

With a background and extensive knowledge in Everyday banking, Investments and Client services Kevin is committed to providing an exceptional client experience and support to all Private Wealth Clients.

Outside of work, Kevin enjoys spending time with his family and friends along with hiking, swimming, the outdoors and traveling.