Financial Planner Winnie Tsige
Winnie Tsige’s experience in financial services roles with BMO Bank of Montreal extends to 1994. For the past 12 years, Winnie Tsige has served as a Financial Planner with the bank, establishing long-term asset management relations with clients. She works closely with clients throughout the financial planning process, seeking to understand their core requirements and expectations. Building focused portfolio growth strategies, she monitors performance closely after execution, generating updated portfolio plans each year.
Ms. Tsige’s initial position with BMO Bank of Montreal was as Financial Services Manager. From 1994 to 1998, she provided seamless customer service, facilitating routine banking requests and suggesting packaged financial solutions. Consulting with walk-in clients, she referred them to the branch staff member most suited to meet their needs.
In 1996, Winnie Tsige completed CSI Global Education Inc.’s Investment Funds in Canada program, subsequently undertaking the Sheridan College Institute of Technology and Advanced Learning’s Financial Planning Certificate program. She earned Tier 3 status as a Financial Services Manager with BMO Bank of Montreal in 1998. Over the next two years, Ms. Tsige helped clients pursue strategies to acquire wealth while gaining insight into their lending needs. She analyzed complex lending transactions, forecasting financial probabilities based on prior performance indicators. She also received in-house training in the areas of small business and ALD/UDL financial functions.
Since taking her current position, Winnie Tsige has completed CSI Global Education programs in Canadian Securities and Professional Financial Planning. In 2003, she received recognition by BMO Bank of Montreal as one of the top 99 out of 700 financial planners in Canada. Winnie Tsige maintains fluency in English, Italian, and Amharic, and is computer literate, with proficiency in Sieble, Microsoft Office Professional/Outlook, and TotalView.
Ms. Tsige’s initial position with BMO Bank of Montreal was as Financial Services Manager. From 1994 to 1998, she provided seamless customer service, facilitating routine banking requests and suggesting packaged financial solutions. Consulting with walk-in clients, she referred them to the branch staff member most suited to meet their needs.
In 1996, Winnie Tsige completed CSI Global Education Inc.’s Investment Funds in Canada program, subsequently undertaking the Sheridan College Institute of Technology and Advanced Learning’s Financial Planning Certificate program. She earned Tier 3 status as a Financial Services Manager with BMO Bank of Montreal in 1998. Over the next two years, Ms. Tsige helped clients pursue strategies to acquire wealth while gaining insight into their lending needs. She analyzed complex lending transactions, forecasting financial probabilities based on prior performance indicators. She also received in-house training in the areas of small business and ALD/UDL financial functions.
Since taking her current position, Winnie Tsige has completed CSI Global Education programs in Canadian Securities and Professional Financial Planning. In 2003, she received recognition by BMO Bank of Montreal as one of the top 99 out of 700 financial planners in Canada. Winnie Tsige maintains fluency in English, Italian, and Amharic, and is computer literate, with proficiency in Sieble, Microsoft Office Professional/Outlook, and TotalView.