Group Head, BMO Wealth Management, BMO Financial Group
Joanna Rotenberg is Group Head, BMO Wealth Management. She was appointed to this role in November 2016. Prior to this role she was Head, Personal Wealth Management. Joanna leads BMO’s personal wealth management businesses including: BMO Nesbitt Burns, BMO InvestorLine, BMO Private Banking in Canada, the U.S. and Asia, and BMO Insurance. Joanna is also a member of the board of directors for Nesbitt Burns Holdings Corporation. She is the program executive sponsor for BMO for Women and a member of the bank’s Executive Committee.
Joanna joined BMO Financial Group in 2010 as Head of Strategy, and in 2013 was appointed Chief Marketing Officer and Head of Strategy. In that role, she helped guide BMO’s strategic decisions globally, brought BMO’s brand and marketing efforts to life through innovative campaigns, and built out BMO’s digital and analytic capabilities.
Prior to joining BMO, Joanna was a partner with McKinsey & Company’s Toronto office and a leader in McKinsey’s North American financial services practice, serving clients in wealth and asset management, banking and insurance. She also led McKinsey’s North American retirement and consumer research initiatives.
Joanna is active within the Toronto community. She serves on the Sinai Health System Board of Directors, and acts as the Chair of the Operating Effectiveness and Technology Subcommittee. She is Chair of the Rotman Financial Services Advisory Board and a member of Ontario's Panel on Economic Growth and Prosperity. Joanna is also the 2018 Co-Chair of United Jewish Appeal’s Bay Street Cabinet. In 2017, Joanna was selected by the Women's Executive Network (WXN) to join the list of Canada's Most Powerful Women: Top 100 Award Winners. Joanna was also recognized as a Women in Capital Markets Champion of Change for her leadership in actively driving positive change for diversity and inclusion.
Joanna received her combined JD/MBA degree with distinction from the University of Toronto, and her BA with distinction from the University of Western Ontario. She is also a member of the New York Bar.