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Nikki Holden

Address

525 8 Ave SW
Suite 900
Calgary, AB T2P 1G1

Languages

    English, Hindi

My Background

With 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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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.