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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 Senior 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.

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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.