About Brian

Brian Nguyen Ha, CFP

Private Banker

Brian’s experience in wealth management allows him to work with a group of successful individuals and families to provide exceptional service and high-level wealth planning. From everyday banking to complex lending, Brian provides a full range of financial solutions to meet the needs of Private Wealth clients.

Brian has been a part of the financial services industry since 2015 where he gained experience through various progressive banking roles and joined BMO Private Wealth in 2017. As a Private Banker, Brian works with a team of industry professionals who are experienced in investment management, taxation, estate & trust, and wealth succession planning to help professionals; business owners and executives navigate their intricate financial situations.

Credentials:

  • Certified Financial Planner (CFP)
  • Canadian Securities Course (CSC)