About Us

Ariz brings more than 28 years of experience in Corporate Finance and Investment Management, serving a broad and sophisticated client base with professionalism and discretion. As an Investment Counsellor with BMO Private Banking, he provides fully customized discretionary investment management to private clients, their families, and their corporations. He is accountable for developing and implementing portfolio strategies that accurately reflect each client’s objectives, risk profile, and long-term financial priorities.
A Halifax native, Ariz has held roles in Toronto and Vancouver before returning to his home province in 2003. He now resides in Halifax, Nova Scotia, with his wife Margaret and their three children. Outside of his professional responsibilities, he enjoys playing tennis and golf when time allows.

Experience & Background
Ariz began his career at PwC Corporate Finance in Toronto before transitioning to investment management. Prior to joining BMO, he held progressively senior positions at RBC PH&N Investment Counsel and IceCap Asset Management — both well‑established providers of discretionary wealth management services.

Tanner Morgan brings a disciplined, research‑driven approach to supporting discretionary portfolio management at BMO Private Wealth. In his role, he works closely with Ariz David and Sima Ansarifard to help ensure portfolios are thoughtfully constructed, efficiently implemented, and consistently monitored in alignment with clients’ long‑term objectives.

Raised on a commercial farm in rural Nova Scotia, Tanner developed an early appreciation for responsibility and long-term thinking. Prior to joining BMO Private Wealth, Tanner gained experience in private equity and hedge fund administration, where he developed a strong foundation in financial analysis, operational precision, and risk awareness. This background allows him to contribute meaningfully behind the scenes while supporting a high standard of client service and execution.

Tanner is passionate about building lasting client relationships and believes trust is earned through clear communication, and transparency. He takes pride in helping ensure all client portfolios are managed with care, consistency, and a long‑term perspective.

Outside of the office, Tanner enjoys skiing, golfing, and playing tennis, and values spending time with his partner, family, and friends.

Sima supports the team through meticulous coordination of account administration, onboarding, and client communications. Her strong academic foundation in Finance and Economic Development allows her to bring both analytical depth and global perspective to client interactions. She is committed to delivering an outstanding client experience through proactive service and a detail-oriented approach. Outside the office, Sima enjoys movie nights, social gatherings, baking, cooking Persian dishes, and spending time with her young son.