Andrea Morris Mortgages

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Andrea Morris Mortgages Your BMO Regional Manager AB,SK,MB - Lending Referral Partnerships Across 🇨🇦 .Visit andreamorris.ca

Specializing In:
- Financial Coaching
- Credit Counseling
- Goal Setting

Lending Needs:
-First Time Home Buyers
-Self – Employed
-Refinances
-Renewals
-Consolidations
-Small loans

Insurance Needs:
-Life Insurance
-Critical Illness
-Disability Insurance
-Travel Insurance

Investment Needs:
- RRSP
- TFSA
- Segregated Funds
- RESP

I am never too busy for your referrals! "The Future Belongs to those who Believe in the Beauty of their Dreams"

One Client. One BMO. 💙❤️It was fantastic to bring our branch partners together for the first time at a gathering of a co...
09/26/2026

One Client. One BMO. 💙❤️

It was fantastic to bring our branch partners together for the first time at a gathering of a couple hundred World Financial Group (WFG) advisors — creating an opportunity to showcase how different areas of BMO can work together to support our valued partners and their clients.

We had the opportunity to share more about our Lending Referral Program (LRP), along with the BMO Bank at Work offer and the additional benefits and promotions available to WFG advisors.

For me, this was a great example of our One Client perspective in action.

When we collaborate across different channels of the bank, we can create a more connected experience — helping our partners understand the broader range of BMO solutions available to them while ensuring their clients can benefit from the expertise, programs and offers across our organization.

A huge thank you to our branch partners Jessica Nicholas , Caily Collins , Kirandeep Kar, Maryam Ghorbani for joining me today and helping strengthen these connections. When we bring the right people together, we create more opportunities to build relationships, deepen partnerships and ultimately deliver more value for our partner Advisors.

Looking forward to continuing to grow our partnership with World Financial Group (WFG) and creating even more opportunities to bring One Client. One BMO. to life.

BankAtWork Collaboration RelationshipBuilding BusinessDevelopment FinancialServices

Friday night well spent! 🤝✨There’s something special about spending an evening connecting with colleagues, World Financi...
09/19/2026

Friday night well spent! 🤝✨

There’s something special about spending an evening connecting with colleagues, World Financial Group and fellow advisors who share the same passion for building relationships and helping clients succeed.

I had the opportunity to share more about BMO’s Referral Program, along with our Bank at Work program, and how these resources can provide even more value to our partners and the clients they serve.

For me, partnerships are about so much more than business — they’re about showing up, sharing knowledge, building trust and finding new ways to support one another.

A huge thank you to our valued WFG partners for welcoming us and continuing to strengthen our relationship. 💙❤️

Even on a Friday night, it never feels like work when you’re surrounded by great people, great conversations and a shared commitment to helping others succeed!

RelationshipBuilding FinancialServices Collaboration Networking BusinessDevelopment

BANFF SCHOOL — For the day! 🏔️📚💙What better classroom than the beautiful Rocky Mountains?Thank you 🙏🏻 again to Advocis f...
08/20/2026

BANFF SCHOOL — For the day! 🏔️📚💙

What better classroom than the beautiful Rocky Mountains?

Thank you 🙏🏻 again to Advocis for having BMO Lending join you and take part in your conference week in beautiful Banff, Alberta! 🏔️🇨🇦

It was a fantastic opportunity to connect with advisors, share insights, strengthen relationships, and have meaningful conversations about how BMO Lending can continue to support advisors and their clients with their lending needs.

One of my favourite parts of my role is getting out into the field, meeting people face-to-face, learning from one another, and continuing to build the partnerships that help us all grow. 🤝

A great day of learning, networking, relationship building — and of course, taking in those incredible Banff views! ⛰️

Thank you to everyone who stopped by to connect with us. Looking forward to continuing the conversations and building even stronger partnerships ahead! 💙❤️

FinancialAdvisors AdvisorPartnerships

Building Stronger Financial Advisory Businesses—Together.The best partnerships don’t just generate referrals… they creat...
07/29/2026

Building Stronger Financial Advisory Businesses—Together.

The best partnerships don’t just generate referrals… they create lasting value for clients and sustainable growth for advisors.

As Regional Manager, Lending Referral Partnerships at BMO I have the privilege of working with Financial Advisors across Alberta, Saskatchewan & Manitoba, helping them:

✅ Grow their business through BMO’s Lending Referral Program
✅ Deliver more value to clients with competitive home financing solutions
✅ Protect and strengthen client relationships with a trusted banking partner
✅ Create new revenue opportunities while enhancing their overall client experience

Whether you’re an independent advisor, part of an MGA, wealth management firm, or financial planning practice, my goal is simple:

Help you win more business, keep more clients, and make home financing a seamless part of your value proposition.

I believe the strongest businesses are built through meaningful partnerships, education, and trust—and I’m always looking to connect with advisors who want to grow.

👇 If you’re a Financial Advisor—or know someone who is—comment “PARTNER” below or send me a message. I’d love to show you how our referral program can help elevate your business.

Please share this post with your network so more advisors across Western Canada can discover new ways to create value for their clients.

Another fantastic day on the beautiful Lynx Ridge Golf Club course supporting a great cause! ⛳💙I had the pleasure of sp...
07/23/2026

Another fantastic day on the beautiful Lynx Ridge Golf Club course supporting a great cause! ⛳💙

I had the pleasure of sponsoring the Hole-in-One at the DFSIN Alberta - Desjardins Financial Security Independent Network Charity Golf Tournament in support of Ronald McDonald House Charities.

It was a wonderful opportunity to connect with advisors, strengthen relationships, and spend the day networking with so many great professionals—all while helping raise funds for families who rely on Ronald McDonald House during some of life’s most challenging moments.

A big thank you to DFSIN Alberta - Desjardins Financial Security Independent Network - Ian Stephens & Sara Rupert for hosting such a meaningful event and to everyone who participated and contributed to this incredible cause. It’s always rewarding to see our industry come together to make a positive impact in our communities. Thank you to my colleagues David Clarke, LLM, MBA, CFP, CIM, FCSI and VP Hoda Ahmadi and MS Rohan Mehto for coming out to support as well.

Networking BMO Partnerships GivingBack

One of the highlights of Stampede week was attending a Prairie Town Hall and fireside chat with BMO’s CEO Darryl White a...
07/07/2026

One of the highlights of Stampede week was attending a Prairie Town Hall and fireside chat with BMO’s CEO Darryl White alongside our Regional Vice Presidents Mike Cook , Jacki Tarr-Nagy , Alicia Abballe , Leah Marrington and senior leaders Craig Meeds , Sharon Haward-Laird & Michael Bonner from Strategic Partnerships Tony (Anthony) Tintinalli . , Commercial & Bussiness Banking Ashish Arora.

Opportunities like these don’t come around often. Hearing directly from our executive leadership about BMO’s vision, priorities, and commitment to delivering exceptional experiences for our clients reinforces why I’m proud to be part of this organization.

What stood out most was the alignment across our leadership teams. Regardless of the business line, we’re united by a clear strategy, a shared purpose, and a commitment to helping our clients and partners succeed.

Thank you to our leadership team for an inspiring and insightful conversation. It’s energizing to see how aligned we are as we continue delivering value for our customers, partners, and communities.

BusinessBanking CustomerExperience Prairies TeamBMO

🎇🤠🐎 What a fantastic evening celebrating the The Calgary Stampede with our valued Centres of Influence (COIs), advisors...
07/07/2026

🎇🤠🐎 What a fantastic evening celebrating the The Calgary Stampede with our valued Centres of Influence (COIs), advisors, and strategic partners at BMO’s hosted appreciation event!

It was a privilege to spend the evening alongside our Head of Strategic Sales, Tony (Anthony) Tintinalli , connecting with partners, strengthening relationships, and enjoying one of Calgary’s most iconic Stampede experiences—the Chuckwagon Races followed by the spectacular Grandstand Show.

Events like these are a great reminder that strong partnerships are built not only through business, but through meaningful connections and shared experiences. Thank you to everyone who joined us for such a memorable evening!

Ashish Arora Mike Cook Paul Li Melanie Galka Dana Lindaas BCom Mojgan Pasyar Marcia Reid Haitao(Eric) Dai

COIs FinancialAdvisors YYC Partnerships

Another great Stampede event in the books! 🤠It was a pleasure attending the Financial Horizons Stampede event and conne...
07/07/2026

Another great Stampede event in the books! 🤠

It was a pleasure attending the Financial Horizons Stampede event and connecting with so many advisors and industry professionals.

These events are always a great opportunity to strengthen relationships, share ideas, and continue building partnerships that create value for our clients.

Thank you to the Financial Horizons team for hosting such a fantastic afternoon. Looking forward to continuing the momentum throughout Stampede week & beyond!

Danny Mustapha Haitao(Eric) Dai Randa Khumran BAHAR SHOGHANI Colin Drewe Nabila Amlani Paul Li

RelationshipBuilding YYC FinancialAdvisors

Address

108 Country Village Road NE
Calgary, AB
T3K2K9

Opening Hours

Monday 8am - 9pm
Tuesday 8am - 9pm
Wednesday 8am - 9pm
Thursday 8am - 9pm
Friday 8am - 9pm
Saturday 8am - 9pm

Telephone

+14036193391

Website

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