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    Caitlyn Manning
    BComm (Fin)

    Address

    20 Erb Street West
    3rd Floor
    Waterloo, ON N2L1T2

    Languages

      English

    My Background

    As an experienced Private Banker, Caitlyn specializes in helping families, professionals and business owners in the Kitchener Waterloo area to achieve their financial goals with an elevated measure of bespoke service and personal connection. Her ultimate benchmark is to help her clients to achieve financial success —everything she does is driven by their needs and goals.

    Through consistent, principled action, exceptional communication and creative problem-solving, Caitlyn integrates her clients’ banking solutions with their investment portfolio and Wealth Plan, while helping them to address all the complexities and opportunities that come with significant wealth.

    Caitlyn holds a Bachelor of Commerce degree with a major in Finance from Saint Mary’s University, where she earned the distinction of Academic All-Canadian, served on the Athletic Council, played for the Varsity Women's Hockey Team, and volunteered for the Student Athlete Mental Health Initiative (SAMHI). She joined BMO Financial Group in 2016. Outside of work, you will find Caitlyn playing hockey, golfing, or travelling.

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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.