CHICAGO, December 21, 2017 – BMO Wealth Management (U.S.) today announced the appointment of Tania Slade as National Head of Wealth Planning; guiding a team of Regional Leaders of Planning across the bank’s key markets.
In her new role, Slade is responsible for strategic development and providing customized financial planning solutions to high-net-worth individuals and families. Originally from Toronto Ontario, she joined BMO in 1999 and has more than twenty years of experience in financial planning. Slade is based in Chicago and reports to Caroline Dabu, Head of Enterprise Wealth Planning. She also serves as a member of the national senior leadership team under Darrel Hackett, President, BMO Wealth Management (U.S.).
“Tania’s veteran experience will be an asset to our team of advisors and to our business,” says Caroline Dabu, Head of Enterprise Wealth Planning, BMO Wealth Management. “We are thrilled to count on Tania’s leadership as we continue guiding our clients through wealth planning discussions.”
Tania brings a number of distinctions to her role that she has earned over the years. In addition to being a CFA charter holder, she is a Certified Financial Planner (CFP), a Chartered Investment Manager (CIM), and a Fellow of the Canadian Securities Institute (FCSI). The Fellow of CSI is the pinnacle of financial services credentials and the highest honor in the Canadian Securities Institute. It is reserved for an exclusive group of financial professionals who demonstrate unparalleled leadership, integrity, commitment and dedication to their clients and industry.
Tania remains actively involved in her industry. Prior to moving to Chicago, she was the chairperson of the Personal Financial Planning Council at the Canadian Securities Institute from 2010 – 2014. She is also still a member of the Financial Services Program Advisory Committee at Seneca College – her alma mater.
For more information about BMO Wealth Management or to learn more about wealth planning, please visit: https://wealth.bmoharris.com/
About BMO Wealth Management
BMO Wealth Management serves mass affluent, high net worth and ultra-high net worth individuals and families with a full suite of wealth management solutions including wealth planning, banking and borrowing, investment management, retirement planning, trust and estate services, philanthropy, insurance and risk management, tax planning and ultra-high net worth services. With over 140 offices across 16 states and international offices in Canada, Hong Kong, and Singapore, BMO Wealth Management provides guidance and planning advice combined with individualized service and local experience. As of October 31, 2017, BMO Wealth Management had assets under management of US$49 billion and assets under administration of US$61 billion. BMO Wealth Management is supported by the resources and stability of one of North America’s premier financial services organizations—BMO Financial Group. Visit bmowealthmanagement.com.