Skip navigation
    Canada
    Canada
    skip link
    BMO Specialist portrait image. Your local Private Wealth specialist in Waterloo, ON

    Shannon Magna

    Address

    20 Erb Street West
    Suite 601
    Waterloo, ON N2L 1T2

    Languages

      English

    My Background

    A bit about myself, I was born and raised in the Kitchener-Waterloo area and attended Wilfrid Laurier University, majoring in economics. I have been with BMO for almost 12 years with positions in both personal and business banking. I was as a Branch Manager for approximately 5 years, leading a team of Customer Service Representatives and Financial Services Managers, while at the same time completing my Certified Management Accountant designation (now CPA). Upon completion, I transitioned to a Commercial Relationship Manager with our Business Banking team, responsible for managing a portfolio of small and medium commercial enterprises. Today, I am a Private Banker within our Private Wealth Team in Waterloo. I am responsible for the ongoing management, retention and growth of private banking relationships with high-net-worth clients and prospects. Based on client needs and understanding their financial objectives, I provide guidance, advice and introductions to my team partners to help them achieve their financial goals. I am proud to be part of and surrounded by a knowledgeable and experienced partner team who offer a comprehensive range of wealth management strategies and solutions such as Platinum Banking, Investment Management, Wealth Planning and Trust & Estate Services.

    Get directions

    Please enter an address.
    Google Map