Kelly Fisk

Address

1 First Canadian Place, 40th Floor
Toronto, ON M5X 1H3

Languages

English, French

My Background

Kelly completed her BSc in Mathematics at McGill University, her MBA at Wilfred Laurier, and is a holder of the Chartered Professional Accountant designation. Prior to joining BMO Nesbitt Burns, she was a CFO who worked as a trusted partner to entrepreneurs.

Kelly brings accounting expertise along with an aligned focus on safeguarding capital, managing income needs and achieving superior long-term returns without undue risk. Kelly lives in Toronto with her husband and son.

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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.

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Bank of Montreal, BMO Private Investment Counsel Inc. and BMO Trust Company are not Members of the Canadian Investor Protection Fund.