Maya Patrie, CFA, CFP, FCSI
Vice President & Senior Investment Counsellor
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For more than 20 years, I have had the privilege of advising affluent investors across the Prairies. I started my career at BMO Nesbitt Burns in 1995 and have worked in the Canadian banking community ever since.
I hold a Bachelor of Commerce from McGill University and extensive industry designations that include the Chartered Financial Analyst (CFA®), Chartered Investment Manager (CIM®), Certified Financial Planner (CFP®), Fellow of the Canadian Securities Institute (FCSI®), and Certified International Wealth Manager (CIWM). A Canadian of Ukrainian and Japanese descent, I speak Japanese and French.
Active in my community, I am an elected Director on the Board of the Derrick Golf and Winter Club, serving on the Audit and Finance Committee. As a former gymnast and the mother of a retired gymnast, I was elected a Director and served on the Board of the Alberta Gymnastics Federation from 2014 to 2019. A passionate advocate for women’s financial empowerment, I am involved in BMO For Women, which recognizes women’s business success and philanthropy. I also serve on the BMO Diversity and Inclusion Committee and am the former Chair of Prairies Pulse, an employee-driven forum.
Married with two young adult children, I unwind by practicing yoga and walking my two Bassett hounds and French Bulldog. My greatest indulgence is a relaxing day at the spa.