Catherine Roche - Bank of Montreal Head, Office of Strategic Management
| BMO Stock | CAD 192.17 1.39 0.73% |
Executive
Ms. Catherine Roche serves as Head, Marketing and Strategy of the Company. She was Head, Office of Strategic Management of the company. Prior to joining BMO, Ms. Roche spent 20 years working with the Boston Consulting Group, most recently as Partner and Managing Director. She led BCGs global Center for Consumer and Customer Insight a functional area of expertise on customer experience and knowledge that crosses all sectors. Adding to this broad and impressive background, Ms. Roche is a published expert in fields such as consumer analytics, data and customer experience. Ms. Roche sits on the boards of Futurpreneur Canada and Toronto Global since 2017.
| Tenure | 9 years |
| Professional Marks | MBA |
| Address | 129 rue Saint-Jacques, Montreal, QC, Canada, H2Y 1L6 |
| Phone | 877 262 5907 |
| Web | https://www.bmo.com |
Bank of Montreal Management Efficiency
At this time, Bank of Montreal's Return On Tangible Assets are very stable compared to the past year. As of the 14th of February 2026, Return On Assets is likely to grow to 0.01, while Return On Capital Employed is likely to drop 0.02. At this time, Bank of Montreal's Non Current Assets Total are very stable compared to the past year. As of the 14th of February 2026, Non Currrent Assets Other is likely to grow to about 411.5 B, while Total Assets are likely to drop about 680 B. Bank of Montreal's management efficiency ratios could be used to measure how well Bank of Montreal manages its routine affairs as well as how well it operates its assets and liabilities.Similar Executives
| Showing other executives | EXECUTIVE Age | ||
| Julie Levesque | National Bank of | N/A | |
| Trevor Kreel | Manulife Financial Corp | N/A | |
| Colin Simpson | Manulife Financial Corp | N/A | |
| Vladimir Shpilsky | Toronto Dominion Bank | N/A | |
| Nancy Paquet | National Bank of | N/A | |
| Ronald FisherDayn | Brookfield Asset Management | N/A | |
| Jason Lalor | Brookfield Asset Management | N/A | |
| Marc Costantini | Manulife Financial Corp | 56 | |
| Jake Lawrence | Bank of Nova | N/A | |
| Pruyn Haskins | Bank of Nova | N/A | |
| Andrew Bregenzer | Toronto Dominion Bank | N/A | |
| Carmela Meo | Brookfield Asset Management | N/A | |
| Michael Coyne | Manulife Financial Corp | N/A | |
| Peter Heidinger | Bank of Nova | 62 | |
| Kikelomo Lawal | Canadian Imperial Bank | N/A | |
| MBA CFA | Brookfield Asset Management | N/A | |
| Dave Gregory | Brookfield Asset Management | N/A | |
| Renu Gupta | Toronto Dominion Bank | N/A | |
| Barbara Mason | Bank of Nova | N/A | |
| Marie Brault | National Bank of | N/A | |
| Jenny Poulos | Bank of Nova | N/A | |
Management Performance
| Return On Equity | 0.1 | ||||
| Return On Asset | 0.0061 |
Bank of Montreal Leadership Team
Elected by the shareholders, the Bank of Montreal's board of directors comprises two types of representatives: Bank of Montreal inside directors who are chosen from within the company, and outside directors, selected externally and held independent of Bank. The board's role is to monitor Bank of Montreal's management team and ensure that shareholders' interests are well served. Bank of Montreal's inside directors are responsible for reviewing and approving budgets prepared by upper management to implement core corporate initiatives and projects. On the other hand, Bank of Montreal's outside directors are responsible for providing unbiased perspectives on the board's policies.
| Herbert Mazariegos, Chief Officer | ||
| Rahul Nalgirkar, Chief Officer | ||
| Martin Eichenbaum, Independent Director | ||
| Larry Zelvin, EVP Unit | ||
| Erminia Johannson, Group Head, North American Personal Banking & U.S. Business Banking, BMO Financial Group | ||
| Michael Bonner, Senior Yukon | ||
| Kimberley Goode, Chief Officer | ||
| Sharon HawardLaird, General Counsel | ||
| David Harquail, Independent Director | ||
| William White, CEO Director | ||
| Babiak CA, Independent Director | ||
| Deland Kamanga, Group Management | ||
| Paul Noble, Legal Head | ||
| Mona Malone, Chief Human Resources Officer and Head of People & Culture, BMO Financial Group | ||
| Carolyn Booth, Head Bank | ||
| Simon Fish, General Counsel | ||
| Gary CFA, Europe Banking | ||
| Gail CPA, Chief Auditor | ||
| Caroline Dabu, VP Planning | ||
| Janice Babiak, Independent Director | ||
| Sri Dronamraju, Chief Officer | ||
| George Cope, Chairman of the Board | ||
| Myra Cridland, Senior Asia | ||
| Linda Huber, Independent Director | ||
| Lisa Hofstatter, Managing Relations | ||
| Joanna Rotenberg, Chief Marketing Officer & Head - Strategy | ||
| Lorraine Mitchelmore, Independent Director | ||
| Eric Fleche, Independent Director | ||
| Thomas Flynn, Chief Financial Officer | ||
| Craig Broderick, Independent Director | ||
| Patrick Cronin, Chief Risk Officer, BMO Financial Group | ||
| Deirdre Bergin, Managing Group | ||
| Catherine Roche, Head, Office of Strategic Management | ||
| Sophie Brochu, Independent Director | ||
| Cameron Fowler, President - North American Personal and Business Banking | ||
| Tayfun Tuzun, Chief Officer | ||
| Steve Tennyson, Chief Technology and Operations Officer | ||
| Alan Tannenbaum, CEO Markets | ||
| Richard Rudderham, Chief Human Resource Officer | ||
| Steve CFA, Chief Officer | ||
| Christine Viau, Head Relations | ||
| Geoff Barsky, CoHead Markets | ||
| Ronald Farmer, Independent Director | ||
| Devon Dayton, Senior Banking | ||
| Darryl White, Chief Executive Officer, Director | ||
| James Walsh, Managing Director | ||
| David Casper, U.S. Chief Executive Officer, BMO Financial Group, Chair and Chief Executive Officer, BMO Harris Bank N.A. and Group Head, North American Commercial Banking | ||
| Christine Edwards, Independent Director | ||
| Daniel Barclay, Chief Executive Officer & Group Head, BMO Capital Markets |
Bank Stock Performance Indicators
The ability to make a profit is the ultimate goal of any investor. But to identify the right stock is not an easy task. Is Bank of Montreal a good investment? Although profit is still the single most important financial element of any organization, multiple performance indicators can help investors identify the equity that they will appreciate over time.
| Return On Equity | 0.1 | ||||
| Return On Asset | 0.0061 | ||||
| Profit Margin | 0.27 % | ||||
| Operating Margin | 0.39 % | ||||
| Current Valuation | 13.48 B | ||||
| Shares Outstanding | 708.91 M | ||||
| Shares Owned By Insiders | 0.03 % | ||||
| Shares Owned By Institutions | 54.17 % | ||||
| Number Of Shares Shorted | 9.2 M | ||||
| Price To Earning | 12.58 X |
Pair Trading with Bank of Montreal
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Bank of Montreal position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Bank of Montreal will appreciate offsetting losses from the drop in the long position's value.Moving against Bank Stock
The ability to find closely correlated positions to Bank of Montreal could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Bank of Montreal when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Bank of Montreal - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Bank of Montreal to buy it.
The correlation of Bank of Montreal is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Bank of Montreal moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Bank of Montreal moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Bank of Montreal can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Bank of Montreal. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in metropolitan statistical area. To learn how to invest in Bank Stock, please use our How to Invest in Bank of Montreal guide.You can also try the Odds Of Bankruptcy module to get analysis of equity chance of financial distress in the next 2 years.