Caroline LeBlanc is a member of our Private Wealth Group focusing on families with significant net worth. She manages a portfolio of prominent families and has depth in all facets of our Private Banking business. Based on the needs of the client, her role is to assemble a team of experts within the bank, or to work in tandem with existing established advisors, to create wealth solutions to meet the client’s goals. The advisory team may include Financial Planning, Tax & Estate Planning, Investment Management, Trust Services and Banking including complex credit solutions.
Caroline has been a top performer with BMO Private Banking for the last 23 years. She holds an M.B.A. (Financial Services) from Dalhousie University in Halifax, is a Personal Financial Planner, and holds a Trust Specialist Diploma with the Institute of Canadian Bankers. She is a designate with the Institute of Family Enterprise Advisors (IFEA) earning the designation from the Sauder Business Family Centre at the University of British Columbia thus expanding her area of expertise to include generational wealth transition.
Using a holistic approach, Caroline collaborates with her colleagues in BMO Private Banking to design integrated solutions to enable clients to help achieve their personal wealth goals.
Caroline’s goal is to empower clients with comprehensive and customized solutions for complex situations through coordinated and proactive wealth plans. Caroline knows how to navigate the nuances and complexities of wealth management so that clients can have the confidence that their goals are within reach.
