An action-oriented individual who enjoys working hard and getting things done quickly, Selina is an integral part of my team. Behind the scenes, she handles all of our administration and operational matters, keeps me organized, prepares information for client meetings and annual reviews, gathers and formats data into reports and dashboards, and collaborates with our partners and branch staff. She understands that time is important in the financial industry, especially when markets are volatile.
Selina is always available to answer enquiries, manages requests according to established policies and procedures, and ensures our clients’ needs are met and their expectations are exceeded. She began working with BMO as a Financial Services Manager in 2013 and joined BMO Private Banking in 2019. Previously, she worked at a travel agency as an Accountant’s Assistant for three years. Selina holds a bachelor’s degree in Economics from the University of Saskatchewan. She has completed the Investment Funds in Canada (IFIC) exam, passed the Canadian Securities Institute’s Financial Planning 1 and 2 exams, and has completed the Canadian Securities Course. Selina speaks fluent Mandarin. After work, she enjoys spending time with her husband, two young daughters and Labrador retriever.