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    Bethany Monson


    525 8th Ave SW
    Suite 1100
    Calgary, AB T2P 1G1



    My Background

    Bethany provides invaluable advice and support to individuals and families with complex financial needs. Her passion for helping people realize their life goals sees Bethany focusing a great deal of time preparing financial plans. Diligent and detail-oriented, she is familiar with client needs and is committed to helping them navigate their financial world. Bethany’s kindhearted nature has drawn her into being a core element in client relationships. In her spare time Bethany enjoys mountain biking, hiking, and whenever possible taking in a concert. A casual weekend is spent exploring the city parks with her son or taking it easy with a good book. Bethany has volunteered for charitable causes including the Kids Help Phone and Alberta Children’s Hospital Radiothon. Bethany has worked in the financial industry for more than 20 years. She completed her Bachelor of Science Degree in Business Administration at The Ohio State University. She has completed her Canadian Securities Course, Wealth Management Essentials Course, and holds the Professional Financial Planner (PFP) and Chartered Investment Manager (CIM) designations. Bethany also has both the Series 7 & 63 U.S. Securities Course and is Insurance Licensed in the Province of Alberta.

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    BMO Private Wealth is a brand name for a business group consisting of Bank of Montreal and certain of its affiliates in providing private wealth management products and services. Not all products and services are offered by all legal entities within BMO Private Wealth. Banking services are offered through Bank of Montreal. Investment management, wealth planning, tax planning, and philanthropy planning services are offered through BMO Nesbitt Burns Inc. and BMO Private Investment Counsel Inc. Estate, trust, and custodial services are offered through BMO Trust Company. BMO Private Wealth legal entities do not offer tax advice. BMO Trust Company and BMO Bank of Montreal are Members of CDIC.

    ®Registered trademark of Bank of Montreal, used under license.

    Bank of Montreal, BMO Private Investment Counsel Inc. and BMO Trust Company are not Members of the Canadian Investor Protection Fund.