Roxanne Bouchard CIM,CFP,CPA
Vice President and Market Leader at BMO Wealth Management - Canada- Claim this Profile
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English Full professional proficiency
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French Full professional proficiency
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Spanish Professional working proficiency
Topline Score
Bio
Angelika Tarasiuk
Roxanne is a multifaceted with a breadth of knowledge and expertise. She has always been supportive, positive and encouraging of me from both a personal and professional standpoint - to me, that demonstrates the essence of a well-rounded leader who I am proud to know!
Angelika Tarasiuk
Roxanne is a multifaceted with a breadth of knowledge and expertise. She has always been supportive, positive and encouraging of me from both a personal and professional standpoint - to me, that demonstrates the essence of a well-rounded leader who I am proud to know!
Angelika Tarasiuk
Roxanne is a multifaceted with a breadth of knowledge and expertise. She has always been supportive, positive and encouraging of me from both a personal and professional standpoint - to me, that demonstrates the essence of a well-rounded leader who I am proud to know!
Angelika Tarasiuk
Roxanne is a multifaceted with a breadth of knowledge and expertise. She has always been supportive, positive and encouraging of me from both a personal and professional standpoint - to me, that demonstrates the essence of a well-rounded leader who I am proud to know!
Credentials
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Certified Finanacial Planner
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Certified Public Accountant
Chartered Professional Accountants of Canada (CPA Canada) -
Chartered Investment Manager
Canadian Securities Institute
Experience
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BMO Wealth Management - Canada
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Banking
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700 & Above Employee
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Vice President and Market Leader
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Jul 2020 - Present
As a Vice President and Market Leader under BMO Private Wealth's newly integrated full service team, Roxanne is accountable for day-to-day oversight of Private Bankers, Investment Counsellors, Investment Advisors and Directors of Trust at BMO Private Wealth. As a Vice President and Market Leader under BMO Private Wealth's newly integrated full service team, Roxanne is accountable for day-to-day oversight of Private Bankers, Investment Counsellors, Investment Advisors and Directors of Trust at BMO Private Wealth.
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BMO Private Wealth
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Canada
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Financial Services
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700 & Above Employee
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Vice President & Market Manager
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Mar 2018 - Jul 2020
As Vice President and Market Manager, Roxanne oversaw day-to-day activities of Private Bankers, Investment Counsellors, and Directors of Trust at BMO Private Banking. As Vice President and Market Manager, Roxanne oversaw day-to-day activities of Private Bankers, Investment Counsellors, and Directors of Trust at BMO Private Banking.
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Scotiabank
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Canada
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Banking
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700 & Above Employee
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Regional Director Private Investment Counsel, Scotia Wealth Management
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Nov 2016 - Mar 2018
Lead a team of Investment Counsellors across Central, Eastern and Northern Ontario providing Investment and Wealth planning services to High Net Worth clients.
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Director, Investment Specialists
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Oct 2014 - Nov 2016
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Director, International Private Banking
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Jun 2013 - Dec 2014
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Centre Director
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Sep 2010 - Jun 2013
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Financial Consultant
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Jun 1999 - Sep 2010
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Education
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University of Calgary
CPA, CGA, Accounting
Community
