Tessa Moir

Private Banker

Tel: 403-808-0393

Address

BMO Private Wealth
525 8th Ave SW
9th Floor
Calgary, AB
T2P 3N9
Map

Contact Me

Welcome

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

As a Private Banker, I have an unwavering commitment to the client experience, this combined with many years of banking experience with BMO makes a meaningful difference in the lives of my clients and their family’s financial well-being.

As a Private Banker at BMO Private Wealth, I advise professionals, business owners and executives on navigating intricate financial situations, and to structure complex transactions. I value guiding my clients to achieve their financial objectives, and to allow them to dedicate more time to the activities they value most.

 

I take time to listen and understand your circumstances, financial needs and goals – for today and the future. Then, I bring in a customized team of BMO Private Wealth professionals to offer unparalleled advice, service and convenience. From day-to-day to the most specialized needs, we take a holistic approach to design a customized, integrated wealth plan. I regularly revisit this plan so it adapts as you and your family transition throughout life.

 

By delivering exceptional personalized service, I develop relationships that are trusting, comfortable and long-lasting.



Click here to schedule a private consultation.