Blaine C. Mckain CFA®, CFP®, CIM®
Vice President & Senior Investment Counsellor
BMO Private Wealth
294 Bernard Ave
Meet Our Team
Blaine C. McKain, CFA®, CFP®, CIM®
Vice President and Senior Investment Counsellor
Blaine has been in the financial services industry for more than 30 years. His passions are investing and working with people, especially on wealth planning to help them achieve their dreams.
Blaine joined BMO Private Banking right out of high school while working on a business degree at the University of Victoria and taking a general arts program at Camosun College. He moved to the mainland to take on a position in lending and soon became Loans Manager, then Assistant Branch Manager, then Senior Private Banker. Blaine worked evenings to earn the Chartered Financial Analyst (CFA®) designation – the highest standard for integrity in the industry and the gold standard for discretionary investment management and ethical practices. Blaine also earned the Certified Financial Planner (CFP®) and Chartered Investment Manager (CIM®) designations and then joined BMO Private Investment Counsel in 2003. His Private Banking colleagues who knew and trusted him referred new clients and since then relationships have always been the lynchpin of Blaine’s success.
Originally from Victoria, Blaine worked in Vancouver for several years before moving to Kelowna in 2007. He currently serves on the board of the CFA Okanagan Society and volunteers for various community causes. Blaine assists the United Way annually as part of an impact team, meeting with charities to help them manage their financials and requests for funding. Blaine and his wife and their young son and daughter enjoy downhill and cross-country skiing, biking and staying active outdoors together.
Neha Malhotra, BBA
Resourceful, very detail-oriented and always ready to learn new things, Neha manages our administration and takes care of our clients’ every need with prompt, attentive service. She loves actively guiding our clients, figuring out what needs to be done to satisfy their needs, and supporting Blaine so that he is free to advise clients. Neha is your first point of contact and will make business seem like pleasure instead of work. She opens accounts, delivers statements, gathers documents for tax packages at reporting time, issues day-to-day reports, schedules meetings, and answers account inquiries.
Neha has been in the industry since 2014 and with BMO Private Investment Counsel since April 2018. Previously, she worked with BMO Nesbitt Burns as an Operations Supervisor, responsible for verifying that documents from Sales Assistants complied with policies and procedures. Neha holds a Bachelor of Business Administration in Accounting from the Okanagan School of Business at Kelowna’s Okanagan College and has completed the Canadian Securities Course with the Canadian Securities Institute.
Neha is the proud recipient of three BMO Quarterly Spotlight Awards for exceptional performance at her job. Her personal passions include the summer lifestyle, attending Jazzercise classes, going for hikes, eating out, relaxing with friends and family, going on short vacations, watching home renovation shows and scrolling through LinkedIn.