Our Team

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.

With over a decade of experience in the banking industry, Jacey Stevens brings deep expertise and a client-focused mindset to her role as Private Banking Officer in Nanaimo.

She has spent 11 years delivering exceptional service

Jacey works closely with Melanie to support high-net-worth clients in achieving their financial goals. Known for her responsiveness, attention to detail, and commitment to excellence, Jacey ensures that every client interaction is seamless and personalized.

Her extensive background in both retail and private banking allows her to navigate complex financial needs with confidence and care.

Outside of work, Jacey enjoys exploring the natural beauty of Vancouver Island.