Tammy Mercer, CIWM, FCSI - BMO Private Wealth

Tammy Mercer, CIWM, FCSI - BMO Private Wealth I am an established Investment and Wealth Advisor who has helped high net worth families since 1997. What is the Certified International Wealth Manager (CIWM)?

The Certified International Wealth Manager (CIWM) designation is recognized worldwide as a top credential for wealth management. It ensures that financial professionals have the unique knowledge and skills to address the complex needs of high-net-worth clients. Co-granted by the Canadian Securities Institute (CSI) and the Association of International Wealth Management (AIWM), the CIWM has internat

ional recognition and portability—creating career opportunities for you anywhere in the world. What is the Fellow of CSI (FCSI®)? The Fellow of CSI (FCSI®) is the pinnacle financial services credential and the highest honour in Canadian financial services. It is reserved for an exclusive group of financial professionals who demonstrate unparalleled leadership, integrity, commitment and dedication to their clients and industry. By earning this pinnacle credential, you have entered an exclusive community of financial services professionals in Canada. The FCSI® not only places you among the industry’s finest—it makes you one of the most sought-after professionals by clients and employers alike. When you earn the FCSI®, you become a member of an exclusive group of financial professionals recognized and respected by clients, employers, colleagues and the investing public. As an FCSI® your commitment to education and willingness to be a distinguished leader, industry ambassador and mentor is unprecedented.

Being named an executor is often seen as an honour, but many people underestimate how complex, time consuming, and perso...
06/10/2026

Being named an executor is often seen as an honour, but many people underestimate how complex, time consuming, and personally risky the role has become.

Kirk O’Brien, Director, Wealth & Tax Planning with BMO Wealth Planning and Tony Yu, Vice-President & Regional Director, Trust, Western Canada at BMO Private Wealth take a closer look at what executors are really signing up for — and the personal liability they may face if something goes wrong.

Learn more: http://spr.ly/6000BBA3Q2

05/21/2026

Tax planning isn’t something you revisit once a year — it’s a year‑round discipline.

Dante Rossi, Director, Tax Planning at BMO Private Wealth, breaks down practical tax tips for 2026 in this short video, focused on the decisions that matter before year‑end, not after.

For more tips on reducing taxes and growing wealth, check out this article here: http://spr.ly/6007B6xE4N

Merry Christmas! Wishing you and your family a Christmas that’s merry and bright.
12/24/2025

Merry Christmas! Wishing you and your family a Christmas that’s merry and bright.

We look back at some of the year’s biggest eye-openers, highlighting key lessons that can be carried forward into the Ne...
12/19/2025

We look back at some of the year’s biggest eye-openers, highlighting key lessons that can be carried forward into the New Year.

Carol Schleif, BMO Private Wealth’s Chief Market Strategist, discusses this and more in this week's edition of Weekly Strategy Perspectives, "Surprise, Surprise." http://spr.ly/6004Cr938

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Kelowna, BC
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