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Tara Whalen

Private Banker

Tara Whalen
Jacinda Martin

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

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

Contact Me

My Private Banking Approach

I will provide customized solutions tailored for your unique banking and borrowing needs.


 

Personalized Relationship Management

As your dedicated Private Banker, I will become familiar with your situation, am available to answer your questions, and respond to your requests. I also bring a high-level support in Jacinda Martin, who is available for service items & day-to-day needs. Together, we ensure your needs are met in a timely manner with quality service. 
 

In addition, I work with a team of professionals to focus on all of your banking needs - from integrating your banking needs with your other financial services to estate planning, tax, and business succession advice.
 

Customized Lending Solutions

I have an extensive background in lending and am well versed in complex income situations. I work with a team of experienced BMO lending specialists in order to create a customized borrowing strategy that aligns with your specific needs, helping you choose the right solutions that allow you to access the funds you need while striving to reach your immediate and long-term goals.
 

I can also help you to secure financing through Personal and Professional holding companies, leverage life insurance, monetize investment holdings to free up cash, and fulfill other complex personal borrowing requirements.
 

Managing Deposits and Other Services

We offer competitive deposit and investment products, business cash management services, as well as services that provide you with easy access to your money. Whether you are looking for the latest in mobile apps to access your money, or you’re spending time and own property in the U.S., we can help.