Paul Arruda, FMA
Private Banker
About Paul
Paul has 20 years of experience in the financial services industry. As a dedicated Private Banker Paul provides tailored individual Financial advice to high net work clients with a full suite of banking solutions. Through our integrated team of BMO Private Banking specialists and professionals, clients can explore and receive ongoing counsel pertaining to all aspects of their financial well-being, specifically related to Banking, Investment Management, Wealth Planning and Trust & Estate Services.
Experience & Background
Paul Joined BMO Financial group in 2003, where he has collected a comprehensive background in Financial services in the area of client management and leadership roles. Paul has managed Retail Branches in Southwestern Ontario and the GTA area as well as had leadership role at another private banking Firm.Paul takes a personal approach to relationship management with his clients to ensuring their financial objectives being attained.
Education & Credentials
-Financial Management Advisory Designation & Canadian Securities course
-Canadian Securities Institute
-Professional Financial Planning Course
-Canadian Securities Institute 2018 Award winner for Professional Leadership in Banking