Tara Whalen

My Background

As a Private Banker at BMO Private Wealth, I advise Canadian families, professionals, business owners and executives on day to day banking, lending (simple and complex) as well as cash flow management to help them reach their business and personal financial objectives. I look to manage the complexities and navigate the financial world in order to allow you to focus on what you need and want to. I joined BMO Private Wealth in 2018 and have nearly 20 years of banking and borrowing experience. As a graduate of Carleton University (Ottawa) and a Registered Investment Sales Representative (RISR), I have spent the last decade in Kingston following time working for BMO Bank of Montreal in Kelowna, BC, and Ottawa, ON.

In my approach, I work to understand what is important to you - from a financial, business and lifestyle perspective - now and moving forward. Once I have an idea of what matters to you, I bring in a customized team of BMO Private Banking specialists to ensure that your needs are met by experts in the industry. Depending on life stage, these needs will likely change. Our integrated Wealth Plans allow us to stay on top of what professionals will best assist, when, and evolve over time to ensure your continued success.