Address525 8 Ave SW
Calgary, AB T2P 1G1
My BackgroundWith more than 30 years of diverse experience in private banking and financial services, I specialize in serving an exclusive clientele of affluent families in Calgary and Southern Alberta, helping them deal with a wide range of complex needs and achieve what matters most to them personally and professionally. After completing a Bachelor of Arts and Bachelor of Education in India, I came to Canada in 1990 and entered the financial services industry in 1991. Prior to joining BMO in 2008, I worked in wealth planning at another major financial institution and I have gathered extensive wealth planning and lending experience here at BMO. I hold the Personal Financial Planner (PFP®) designation from the Canadian Securities Institute. As a step toward achieving my goal to volunteer as a leader of not-for-profit organizations, I earned a certificate from the Institute for Corporate Directors’ ICD-Rotman NFP Program to obtain in-depth knowledge of board accountabilities and responsibilities. My husband and I have two children and our family’s passion is travelling.
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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.