Andrew Stewart, FCSI, CFP, CFA
Senior Investment Counsellor & Portfolio Manager
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.
This approach saves people time and worry when making important decisions. They know their financial affairs are in order and remain on track to reach their goals throughout their lives – the ultimate benchmark of success.
With 20 years of investment management experience, I joined BMO Private Wealth in 2001. I have a Bachelor of Commerce degree from Dalhousie University and extensive industry designations that include the Chartered Financial Analyst (CFA®), Chartered Investment Manager (CIM®), Certified Financial Planner (CFP®), Fellow of the Canadian Securities Institute (FCSI®).
Brianne began her career with BMO in 2009 and held progressive roles including Assistant Branch Manager prior to joining BMO Private Investment Counsel in 2015. Since September 2015, Brianne has held the role of Portfolio Assistant working directly with Andrew Stewart. Her primary focus is to deliver professional, reliable, and exceptional service to their diverse group of clients. She completed her Canadian Securities Course (CSC®) in January 2016 and her Conduct & Practices HandBook Course (CPH) in November 2019.
During her time with BMO Private Investment Counsel Brianne has received numerous recognition awards including in 2019 when she received the Private Wealth Regional Award which recognizes the top performing Support Professionals in the prairies region. She has been an avid volunteer and Team Captain for the Walk So Kids Can Talk Presented by BMO in support of Kids Help Phone and has walked alongside her family and colleagues in rain, sun, and even snow in support of this important organization.
In her free time Brianne enjoys spending time with her husband and taking their 2 young daughters to their karate classes. They take off to the mountains whenever they can and their favourite holiday spot is Jasper, AB.