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Ana Kleer

Address

100 Ouellette Avenue
Suite 1100
Windsor, ON N9A 6T3

Languages

    English

My Background

I have been working in the financial services industry since 2006, with a focus on fostering strong relationships and helping families achieve their personal and financial goals. My significant personal experience with Investment and Wealth Plans allows me to help individuals and families balance life events with financial considerations. To do so, I first seek to understand your current financial situation and then move to identifying potential issues and gaps that could create a risk for you and your family. Once that foundational work has been completed, I recommend tailored strategies and solutions to meet your needs.

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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.