About Us

Rosa is an experienced investment counsellor who focuses on understanding what is most important to her clients and their families. This, in conjunction with the  knowledgeable team of professionals with whom she works, is the cornerstone to helping clients achieve their long term goals and aspirations.

Rosa has been working with high net worth families for over 25 years. Her passion for helping clients achieve their goals help her build long lasting relationships that span generations. These strong relationships are the key to understanding what truly matters to them. She works very closely with clients and brings a multidisciplinary approach to creating a financial framework that helps them to achieve their goals.

Prior to joining the bank, Rosa worked for a national accounting firm where she obtained her CPA, CA designation. At the accounting firm, she specialized in Canadian personal and corporate income tax. She joined the bank in 1992 as an income tax planner and gradually became interested in financial planning and investment management. She obtained her Chartered Investment Manager designation and became a Certified Financial Planner. She has been developing and implementing investment strategies for her clients for the past 23 years. She has a Bachelor of Commerce degree from the University of Toronto.

Rosa lives in Toronto with her husband and daughter.  In her free time, she enjoys cycling, travel and cooking. She is also a volunteer for Rotman Commerce where she mentors students and has participated in Women in Business events as both a panelist and a moderator.

Katrina began her career in financial services with BMO in 2010, working with both personal and commercial clients before joining the Investment Centre. Over the past 14 years, she has worked as a Senior Investment Specialist, developing extensive experience in investments and building strong, lasting relationships with clients. In 2026, she joined BMO Private Banking as a Portfolio Assistant, bringing her broad investment knowledge and client-focused experience to her new role.

She holds a Diploma in Business Administration – Financial Planning from Seneca College and has completed the Investment Funds in Canada (IFIC) course, Canadian Securities Course (CSC), and the Branch Compliance Officer (BCO) course. She is committed to providing thoughtful, personalized service and supporting clients and their families as they navigate their wealth management needs.

Outside of work, she enjoys spending time outdoors with her husband and two children. She also loves baking and trying new recipes, and cherishes time spent with family.