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    Tara Kelly


    360 Oakville Place Drive
    2nd Floor
    Oakville, ON L6H 6K8



    My Background

    Tara has always been passionate about supporting successful individuals and families as they navigate to a financially comfortable future. She is dedicated to helping her client’s meet their financial priorities at every stage of their lives and utilizes her Financial Planning skills, Tax Strategies, and market expertise. With 23 years of financial industry experience, Tara began at BMO in 2000 as a Financial Planner and joined BMO Nesbitt Burns in 2011 as an Investment Advisor. She graduated from McMaster University with a Bachelor of Social Science. Tara holds the Financial Manager Advisor (FMA), Professional Financial Planner (PFP), and the Fellow of the Canadian Securities Institute (FCSI) designations, as well as a certificate in Advanced Investment Advice. Tara is passionate about mentoring young women in the firm by utilizing her decades of experience and thoughtful guidance. Tara is a member of the Oakville Soccer Club where she coaches her daughter's team. She is also a member of the Ontario Equestrian Federation and enjoys riding her horse and playing the piano in her spare time.

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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.