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Jonathan Haffie

Address

67 Brock Street
Kingston, ON K7L 1R8

Languages

My Background

As your Associate Private Banker, it is my job to provide you with a superior, personal banking experience with BMO. I will be able to guide you with your day to banking and borrowing in a way that can help you reach your financial goals. As every client and situation is different, as trust builds in our relationship, I can provide personal advice on your situation to make sure your banking needs, credit cards, and borrowing are all working together in a way that best fits YOU. I have access to different everyday banking plans, credit cards, lines of credit, loans, and mortgage solutions that I can personalize to you in a way that makes sense. I have been in the financial industry for over 10 years starting as a Customer Service representative and being promoted to a Financial Advisor. Over that time period I have gained knowledge and experience working with many different scenarios and learning to provide the best personal advice in a timely manner. Joining BMO Private Wealth in 2020 I have been assisting my clients not only with their everyday needs but their ever-changing needs during these unprecedented times. It allows me to work with you remotely allowing us to ensure nothing prevents me from providing you with the service you can expect from BMO Private Wealth.

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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.