Caitlyn Manning
BComm (Fin)
Address
20 Erb Street West3rd Floor
Waterloo, ON N2L1T2
Languages
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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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