With deep knowledge of all facets of the private banking business and more than 35 years of experience, Caroline LeBlanc brings exceptional acumen and personalized services to families with significant net worth. From the smallest details to the largest and most complex issues, Caroline delivers excellence with the utmost distinction. She has been consistently recognized as a top performer at BMO Private Banking. Since 1999, her client satisfaction scores have been the highest or second highest in Canada and she has long been a member of the Chairman’s Council and, before that, a member of the Platinum Council.
Based on your individual needs, Caroline will tailor a team of experts within the bank, or work in tandem with your trusted advisors, to create wealth solutions to meet your multi-faceted goals. Following a holistic approach, she will collaborate with BMO Private Wealth colleagues to design integrated solutions that exceed your expectations – financial plans, tax and estate plans, investment strategies, trust services, philanthropic leadership, and Private Banking services, including complex credit structures.
After working for the Bank of Nova Scotia for a short time, Caroline joined the Bank of Montreal Personal & Commercial Group in 1987 and has held progressively senior positions with BMO. She holds an MBA in Financial Services from Dalhousie University, a Bachelor of Business Administration from the University of Ottawa Telfer School of Management, her securities license, and two credentials from the Institute of Canadian Bankers: a Trust Specialist Diploma and the Personal Financial Planner (PFP®) designation with a Specialty in Personal Trust, Estate and Wealth Management. Caroline is a designate of the Institute of Family Enterprise Advisors (IFEA), a distinction she earned from the Sauder Business Family Centre at UBC to expand her expertise on generational wealth transition. She also has a working knowledge of French.
Caroline financially supports many charitable causes, particularly those promoting children’s literacy and nutrition. She hails from a large family, so reserving time for loved ones is a top priority. Caroline enjoys getting outdoors, relaxing at her Muskoka cottage, downhill skiing, and travelling with her two amazing children.
