Tara Whalen

Private Banker

Tel: 613-545-0710
Tel: 613-876-7883


BMO Private Wealth
42 Bath Road
2nd Floor
Kingston, ON
K7L 1H5

Contact Me


Connecting you to customized wealth advice and solutions at BMO Private Wealth

As an expert in Private Banking, I aim to simplify and assist in navigating intricate financial situations and to structure complex transactions customized for you.

As a Private Banker at BMO Private Wealth, I focus on advising professionals, business owners and executives. Working with our Wealth Team and BMO Partners I look to add value in making financial decisions & assisting them in working towards their financial objectives, allowing them to dedicate more time to the activities they value most.


I take a holistic and relationship-based approach - listening and understanding your circumstances, financial needs and goals. Our team & professionals offer high-level service, unparalleled advice and convenience - driving our approach from the way you like to do business. We look to uncomplicate your day-to-day and more specialized needs while taking advantage of our integral, customized, integrated wealth plans. These live documents continue to adapt as you and your family transition throughout life.


I look forward to the opportunity to work for you and your financial future. 

Click here to schedule a private consultation.