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Jayne Hartley

Jayne Hartley

Head U.S. Wealth Planning

BMO Wealth Management

Jayne is National Head of Wealth Planning with BMO Private Bank and is responsible for strategic development and delivery of customized wealth planning services to high net worth individuals and families. She joined the organization in 2021 and has over 30 years of experience in the financial services industry.


Jayne received her Bachelor of Business in Accounting from Western Illinois University and a JD from the University of Houston Law Center.


Jayne enjoys travelling with her husband and spending time with her rescue dog Maggie.

Wealth Planning

Insights by Jayne Hartley

WOMEN & WEALTH
A Window of Opportunity: Weighing Your Options in the Current Business Environment
With potential changes to tax laws looming and a mergers and acquisitions market that’s …
JANUARY 01, 2023 JAYNE HARTLEY
WEALTH PLANNING UPDATE
Running an irrevocable trust like a business
Irrevocable trusts are helpful tools for individuals and families to meet their wealth planning obj…
SEPTEMBER 21, 2021 JAYNE HARTLEY
Tax legislation update - New details from White House budget
While legislation has yet to be proposed for any upcoming tax changes, last Friday the White House …
JUNE 03, 2021 BRAD HERMAN, CFP®, AEP®, CHFC® DAVE BENSEMA, CPA, CFP® JAYNE HARTLEY PRATIK PATEL
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