Group Head, BMO Wealth Management
Joanna Rotenberg is Group Head, BMO Wealth Management, BMO Financial Group. She was appointed to this role in November 2016. Prior to this role she was Head, Personal Wealth Management, BMO Financial Group. Ms. Rotenberg leads BMO’s personal wealth businesses including: BMO Nesbitt Burns, BMO InvestorLine, BMO Private Banking in Canada, the U.S. and Asia, and BMO Insurance. Ms. Rotenberg is also the Program Executive Sponsor for BMO for Women.
Ms. Rotenberg joined BMO Financial Group in 2010 as Head of Strategy, and in 2012 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. She received one of George Brown College’s ‘5 to Watch’ 2015 awards for her work in this role.
Prior to joining BMO, Ms. Rotenberg 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.
Ms. Rotenberg is active within the Toronto community as a member of the Board of Directors of Sinai Health System Foundation and Chair of the Operating effectiveness and technology subcommittee of the Board of Directors of the Sinai Health System. In 2017, Joanna was invited to join the Sinai Health System Board of Directors. She is also Chair of the Rotman Financial Services Advisory Board, a member of Ontario’s Panel on Economic Growth and Prosperity, and a member of the Board of Directors for Nesbitt Burns Holdings Corporation.
Ms. Rotenberg 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.