Skip navigation
    Canada
    Canada
    skip link

    Tammy Mercer
    CIWM, FCSI

    Address

    294 Bernard Ave
    Kelowna, BC V1Y 6N4

    Languages

    My Background

    Tammy has been helping high net worth clients navigate the financial landscape for almost 3 decades. Through her client-centric approach that focuses on the personal and financial implications of expected and unexpected life transitions, she provides smart investment management, business succession, and tax efficient retirement, estate planning, and wealth transfer solutions. Tammy holds the Certified International Wealth Manager designation; recognized worldwide as the top credential for wealth management addressing the complex needs of affluent clients.

    Get directions

    Please enter an address.
    Google Map
    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.