With nearly two decades of experience in the financial industry, Bassel joined BMO Private Investment Counsel in 2014 and has since been dedicated to helping individuals, families, and corporations achieve their long-term financial goals through personalized investment strategies.
Prior to joining BMO, Bassel worked as a Trader at Mirabaud Canada Inc. and as an Investment Representative at BMO InvestorLine from 2007 to 2009.
Bassel holds a Bachelor of Commerce degree with a major in Finance from Concordia University and earned the prestigious Chartered Financial Analyst (CFA) designation in 2013, the highest standards in the industry, reflecting his commitment to rigorous analysis and the highest standards of professional ethics.
Drawing on his extensive background in portfolio management, trading, and wealth advisory services, Bassel works closely with clients to develop customized investment solutions aligned with their objectives, risk tolerance, and legacy planning needs.