Meet Our Team

We are proud to offer a full-service investment management team located right here in Newfoundland & Labrador.

Craig Cowan, CFA, CFP®

Senior Investment Counsellor & Portfolio Manager

Craig Cowan is a Senior Investment Counsellor with BMO Private Wealth, working with high-net-worth individuals, families, business owners and foundations on investment management, wealth planning, and long-term financial strategy.


With more than 20 years at BMO, Craig has built his practice around long-term relationships, thoughtful advice, and a disciplined investment approach. He believes wealth management should feel personal, straightforward, and grounded in trust, particularly during periods of market uncertainty. His focus is on helping clients make confident long-term decisions while delivering a high level of responsiveness and service.


Craig holds the Chartered Financial Analyst (CFA) designation and is a Certified Financial Planner (CFP). He earned his Bachelor of Arts degree from Memorial University of Newfoundland and is currently a member of BMO’s national Investment Counsellor Advisory Committee.


Based in St. John’s, Newfoundland, Craig works closely with clients across Canada and collaborates with specialists throughout BMO Private Wealth to provide integrated investment, estate, tax and banking solutions tailored to complex financial needs.


 

Adam Cowan, CIM®, PFP®, FCSI®

Associate Investment Counsellor

With a Financial Services background that spans investments, banking, lending and financial planning, Adam is well-equipped to help clients navigate their financial lives. Always putting the clients' needs first has led to long-lasting relationships that are built on a foundation of trust.

 

Adam works closely with Craig to ensure that there is a deep understanding of all clients' unique circumstances and that their portfolios are constructed in a way that is appropriate for them. Adam is a Chartered Investment Manager (CIM®), Personal Financial Planner (PFP®), and a Fellow of the Canadian Securities Institute (FCSI®), and believes firmly in a team-based approach to the management of clients' complex wealth needs.

 

Adam enjoys family life, and lives in St. John's with his wife Felicia and their two children.