Tammy Mercer, CIWM, FCSI - BMO Private Wealth

Home
Canada
Kelowna, BC
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.

12/24/2025

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

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

11/07/2025

On Remembrance Day we honour those who served our country and the sacrifices they made for our freedom. Their courage inspires me every day. Lest we forget. 🍁

10/31/2025

Have a spooktacular Halloween!

08/29/2025

Wishing everyone an amazing Labour Day weekend! What will you be doing?

08/15/2025

Are you putting off having important discussions with your family about wealth planning because it could get too emotional? This article explores common challenges families encounter while navigating wealth transfer conversations. Learn more: http://spr.ly/6006fWp3u

Such a great article with practical tips to get the conversation going!

04/22/2025

Preparing for an inheritance may mean becoming a responsible beneficiary, trustee, or steward of family wealth. A family blueprint can formalize your understanding of your role. Learn more: http://spr.ly/6009F2Pa9

02/10/2025

Canadian competitiveness is at a crossroads. BMO CEO Darryl White’s article in The Globe and Mail is a powerful call to action for building economic resilience and independence. Read the full article here: http://spr.ly/6002Iy2fj

01/10/2025

Justin Trudeau's resignation prorogues Parliament until March 24, 2025, delaying key tax changes, including higher capital gains rates. John Waters, Vice President, Director of Tax Consulting Services at BMO Private Wealth, shares insights: http://spr.ly/6000aElYC

12/24/2024

Wishing you a Christmas that's merry and bright!

12/17/2024

The global growth backdrop remains stable heading into 2025. Unfortunately, the trade backdrop is anything but; as the Bank of Canada noted in this week’s rate announcement, the U.S. threat of 25% tariffs “is a major new uncertainty”.

Douglas Porter, BMO’s Chief Economist, discusses this and more in his weekly Talking Points commentary, “Global Outlook 2025: Just Tariffic.” http://spr.ly/6002QcPDK

10/04/2024

Typically, a jobs report has shades of grey; the U.S. September version was vivid green.

Douglas Porter, BMO’s Chief Economist, discusses this and more in his weekly Talking Points commentary, “Growth Scare.” http://spr.ly/6002UZpmp

Address

294 Bernard Avenue
Kelowna, BC
V1Y6N4

Telephone

+12504480938

Website

https://nesbittburns.bmo.com/Tammy.Mercer

Alerts

Be the first to know and let us send you an email when Tammy Mercer, CIWM, FCSI - BMO Private Wealth posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Featured

Moraine Wealth Advisory
1920, 407 2 Street SW, Calgary

Want your business to be the top-listed Finance Company in Kelowna?