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Tara Whalen

Address

42 Bath Road
2nd Floor
Kingston, ON K7L 1H5

Languages

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. 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 lifestage, 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. I joined BMO Private Wealth in 2018 and have 13 years of banking and borrowing experience. I am a graduate of Carleton University (Ottawa) and am 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.

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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.