Kan Mangachi, CFA

Senior Investment Counsellor & Portfolio Manager

Kan joined BMO Private Banking in 2015 and is helping wealthy families effectively managing their wealth in a discipline approach with a multi generational mindset. He brings over 15 years of experience to families navigating in the rapid evolving financial markets.

 

Having held several positions in the wealth management industry for over 15 years, Kan has an extensive financial and global markets experience.  He holds a Bachelor’s of Economics (Honours) degree from the University of Winnipeg and  Chartered Financial Analyst (CFA) designation.

 

Kan has built a reputable and successful business and team over the last years by keeping a well-balanced lifestyle between strengthening his family priorities, values as well as developing long lasting relationships with his friends and clients.

Welcome

Connecting you to customized wealth advice and solutions at BMO Private Wealth

As an Investment BMO Private Investment Counsel Inc., I offer professional investment management expertise and advice to help retirees, professionals, business owners and executives, and their families to enjoy and simplify their wealth management needs.

I spend time getting an in-depth understanding about what a wealthy life means to you – your priorities on family, work, lifestyle and money. Then, with a passionate, experienced team of wealth management professionals, I create a customized, investment plan that can adapt to external conditions and personal transitions. 

This approach saves you time and worry when making important decisions. You know your financial affairs are in order and remain on track to reach your goals throughout your life – the ultimate benchmark of success. BMO Private Investment Counsel Inc. – one of Canada’s oldest and largest investment counselling firms – is the investment arm of the BMO Private Banking group and manages over $30 billion in assets. 
  
As my client, you will benefit from having me as a dedicated Investment Counsellor, backed by our award-winning investment platform. We offer discretionary investment management services, and our institutionalized decision making process ensures you get the highest standard of professional expertise, and keep your investment decisions aligned with your goals.


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