Rose Palma CFP, CIM, TEP, CPA

Director, Wealth Planning - HNW Wealth Planning Services at BMO Wealth Management - Canada
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Contact Information
us****@****om
(386) 825-5501
Location
Greater Calgary Metropolitan Area, CA
Languages
  • English Full professional proficiency
  • Spanish Elementary proficiency
  • Tagalog Native or bilingual proficiency
Skills

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Bio

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Experience

  • BMO Wealth Management - Canada
    • Banking
    • 700 & Above Employee
    • Director, Wealth Planning - HNW Wealth Planning Services
      • Sep 2017 - Present

  • BMO Nesbitt Burns
    • Canada
    • Investment Management
    • 700 & Above Employee
    • Vice President and Regional Director - Prairies, HNW Wealth Planning Services
      • Jan 2015 - Aug 2017

    • Senior Wealth Management Consultant
      • Nov 2010 - Dec 2014

  • HSBC
    • United Kingdom
    • Financial Services
    • 700 & Above Employee
    • Investment Counsellor
      • Apr 2008 - Oct 2010

    • Client Relationship Manager/Portfolio Assistant
      • Aug 2001 - Mar 2008

  • BMO Private Wealth
    • Canada
    • Financial Services
    • 700 & Above Employee
    • Trust & Investment Services Administrator
      • Jan 2000 - May 2001

  • IG Wealth Management
    • Canada
    • Financial Services
    • 700 & Above Employee
    • Sales Representative
      • Jan 1998 - Sep 1999

    • Region Coordinator (Branch Administrator)
      • Apr 1990 - Dec 1997

Education

  • FPSC
    Certified Financial Planner (CFP)
  • Polytechnic University of the Philippines
    Bachelor of Accountancy, Accounting
  • STEP Canada | The Society of Trust and Estate Practitioners (Canada)

Community

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