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Doris Lem Ba

Centralized Branch Compliance Officer at BMO Financial Group
Intro Book
Experienced financial professional specializing in estate planning and retirement planning.
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Location
Markham, Ontario, Canada, CA
Skills
  • Estate Planning
  • Financial Advisory
  • Strategic Financial Planning
  • Investment Strategies
  • Critical Illness
  • Show all
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Bio

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Doris Lem Ba is a seasoned financial professional with expertise in estate planning, financial advisory, strategic financial planning, investment strategies, and retirement planning. She has worked with prominent companies like BMO Financial Group, Sun Life Financial, and Investors Group Financial Services Inc. in various roles, including Centralized Branch Compliance Officer, Advisor, Consultant, Manager, and more. Ba holds a Bachelor of Arts degree from the University of Winnipeg.

Experience

  • BMO Financial Group
    • Centralized Branch Compliance Officer
      • Dec 2018 - Present
  • Sun Life Financial
    • 225 East Beaver Creek Road
    • Advisor
      • Nov 2017 - Dec 2018
      • 225 East Beaver Creek Road

      Holistic Financial Planning in the areas of:* Risk Management ( Insurance) * Retirement Planning* Investment Planning* Tax Planning* Debt Consolidation* Estate Planning

  • Investors Group Financial Services Inc.
    • 701-305 Milner Avenue, Toronto
    • Consultant
      • 2011 - 2017
      • 701-305 Milner Avenue, Toronto

      Provide holistic financial planning and solutions for families and business owners

  • BMO Capital Markets
    • Manager, Derivatives Operations
      • 2006 - 2008
  • BMO Nesbitt Burns
    • Manager, Foreign Exchange
      • 1998 - 2006

Education

  • University of Winnipeg

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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