Address525 8th Avenue SW
Calgary, AB T2P1G1
My BackgroundMina is a specialist in personal and commercial lending strategies for high net worth individuals and their families. She implements tactics that help with day to day banking needs as well as financing solutions to support your milestones.
Mina will work closely with you to ensure that any strategies she proposes will complement your investment and retirement plans. She will identify your needs, assess your current situation, highlight gaps, prepare recommendations, implement solutions and monitor your borrowings regularly. If required, she will help coordinate participation from your other advisors, such as lawyers and accountants.
Mina began her career in the banking industry in 2012. She has worked in various different lines of businesses, with joining the Private Banking sector in 2018. She now serves as a Private Banker.
With regard to her industry training and qualifications, Mina has obtained the CFP (Certified Financial Planner) designation that attests to her expertise in financial planning strategies and her commitment to uphold a high standard of ethical responsibility. She has also completed other financial planning courses and the Investment Funds in Canada Course offered by Canadian Securities Institute.
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Bank of Montreal, BMO Private Investment Counsel Inc. and BMO Trust Company are not Members of the Canadian Investor Protection Fund.