Meet Our Investment Counsellors

As a Private Wealth Professional at BMO Private Investment Counsel Inc., I offer professional investment management expertise and advice to help individuals and their families enjoy and simplify their wealth. 

I spend time getting an in-depth understanding about what a wealthy life means to every client – their priorities on family, work, lifestyle and money. Then, with a passionate, diverse team of wealth management professionals, I create a customized, flexible investment plan that I adjust regularly to external conditions and personal transitions. 

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Varun rejoined BMO Investment Counsel Inc. in 2019 with extensive technical investment management expertise, experience working one-on-one with families and business owners. As a Senior Investment Counsellor, Varun builds meaningful, long-term relationships with his clients in the Southwestern Ontario region based on trust and integrity and aims to deliver exceptional value through his personalized portfolio management and full-circle wealth planning guidance.

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With 12 years of investment management experience, I joined BMO Private Wealth in 2011. I am a CFA Charterholder and have an undergraduate degree in Economics and Financial Management from Wilfrid Laurier University. I am a member of the CFA Society Toronto and serve on BMO Private Investment Counsel's Advisory Forum Committee.

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Anna Hathaway has been in the Financial Services Industry for over 16 years, joining BMO Private Wealth in 2013. She loves building and maintaining long-term client relationships with her primary focus supporting Aric Truax by working closely with clients to address their diverse needs. She manages the client relationship process from end-to-end, liaising with BMO Wealth Planning partners, and utilizing our technical portfolio management tools to realize our clients’ investment goals within their unique risk parameters.

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