Lee Winchester

Head of Learning and Development @BMO

Halifax, NS, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Nov 2025 — Present

Head of Learning and Development @BMO

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Toronto, ON, CA

EDUCATION

1992 — 1996

Dalhousie University

Bachelor of Commerce Co-Op , Bachelor of Science Economics, Business.

2006 — 2010

Dalhousie University

Masters; MBA, Business Administration

1990 — 1992

Harvard University

BComm, Operations Management

1992 — 1996

Dalhousie University

Bachelor of Science, Management Information Systems; Marketing Communications, and Advertising

1996 — 2009

Fellow Institute of Canadian Bankers

FICB, PFP, Financial Planning

2006 — 2010

Canadian Securities Institute

FCSI, Finance and Financial Management Services

N/A

Harvard University

Business Administration and Management, General

1988 — 1990

Simonds High School, Saint John

High School diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program

SKILLS

Sales ManagementLines of CreditRetail BankingBudgetsFinanceSales ProcessStrategic PlanningSmall Business LendingFinancial AnalysisManagementCredit AnalysisTrainingInvestmentsFinancial AdvisoryCertified Financial PlannerConsumer LendingWealthLeadershipFinancial RiskBranch ManagementCredit RiskSecuritiesSalesCommercial MortgagesStrategic Financial PlanningResidential MortgagesBusiness DevelopmentWealth ManagementCreditCommercial LendingInvestment StrategiesBankingMutual FundsRisk ManagementInsuranceCommercial BankingRefinanceCoachingFinancial PlanningMortgage Lending

ABOUT LEE WINCHESTER

Personal and professional goal is to become a fully rounded financial professional. Specialties: Financial designations, PGC, SFC, PFP, CFP, MBA(FS)AICB, FICB

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Lee Winchester — Head of Learning and Development at BMO in Halifax, NS, CA | Unifers