BMO Private Wealth
20 Erb St W
Shannon Magna, CPA, CMA
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With over 12 years of experience in the financial services industry, Shannon is an experienced and dedicated banker. She provides her clients with a full suite of lending and banking solutions, with a deep focus on professionals and corporate business owners. She leverages her network to make connections and ensure clients are provided with guidance, advice and introductions to Wealth partners to meet all of their financial goals.
Shannon has been working with BMO Financial Group since 2009. During her tenure, she spent 5 years as a Branch Manager, leading a team of Customer Service Representatives and Financial Services Managers, while at the same time completing her Certified Management Accountant designation (now CPA). Upon completion, she transitioned to a Business Banking Relationship Manager with our Waterloo Business Banking team, responsible for managing a portfolio of small and medium commercial enterprises.
Asmita has been with BMO Financial Group for over 15 years and joined BMO Private Wealth in 2018 as a Private Banking Officer in our Waterloo office. She previously spent time as a Customer Service Representative and then a Personal Banker within the Kitchener Waterloo market.
Private Banking Officer
She brings with her a strong customer service focus which helps deliver exceptional customer experiences for our high net worth clients in their everyday banking needs. She is focused on looking after any day-to-day banking transactions and problem solving when needed.
In her spare time she loves to spend time with her family, friends and enjoy various outdoor activities.