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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

The 5 Star Program


BMO InvestorLine 5 Star Program

You’ll automatically be enrolled in our exclusive program if you’re eligible, granting you special access to perks that go beyond low-fee investing like:

  • Preferred rates and pricing
  • Professional-level tools and industry-leading research
  • Dedicated 5 Star support
 

Exclusive offer for Private Banking clients

 

Enjoy Platinum Star service including:

  • Invest $2,000,000 + or make 75 to 179 trades per quarter
  • Platinum Star pricing and discounts
  • Priority 5 Star support
  • BMO Market Pro with real-time and level II quotes ($1,500 annual value)
  • Capital Markets TSX60 research
Connect with me to find out more about this exclusive offer.