Craig MacKinnon, CFP, CIM, B.Mgt.
Associate Investment Counsellor
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Craig MacKinnon is an Investment professional with a unique differentiator: his broad background has given him a much deeper understanding of the total wealth picture than most advisors have and the drive to make sure clients take full advantage of all the resources and expertise of BMO Financial Group.
Having been an Analyst, Investment Advisor, Financial Planner and Private Wealth Consultant over many years in Kelowna and Edmonton, Craig knows every corner of this industry and can serve a multitude of client needs. With a very rich network of contacts from having worked closely with professionals across all BMO business lines, Craig can introduce you to experts in tax planning, trust services, insurance solutions, Business Banking, Private Banking, and legal and accounting consulting who are ideal for you.
Prior to becoming an Investment professional, Craig was a multi-award-winning Private Wealth Consultant with BMO Private Banking, where he mastered the importance of incorporating banking, borrowing and trust strategies to complement a strong investment portfolio and secure a family’s long-term financial success.
Craig holds both the Chartered Investment Manager (CIM®) and Certified Financial Planner (CFP®) designations and is a member in good standing of the Financial Planning Standards Council (FPSC) and the Kelowna Sunrise Rotary Club. He is currently a Chartered Financial Analyst (CFA®) Level III candidate and looks forward to offering discretionary portfolio management services. Currently, Craig offers a full range of investment options through the BMO Private Investment Counsel Program.
Craig’s work ethic and dedication to pushing the envelope to achieve excellence began early in life. While earning a Bachelor of Management with a major in Finance from the University of Lethbridge, he received the Jason Lang Scholarship and an Undergraduate Transfer Award for academic achievement. As a Royal Canadian Army Cadet, Craig won the Top Cadet Award for leadership and performance and ranked Top Overall Marksman for three years running. He has won 10 national medals in springboard and platform diving, two national medals in competitive rifle shooting, and an Interprovincial Gold Medal for four-way skydiving.
Craig is a fan of extreme sports, which he likens to investing: they’re fun as long as you manage risk, know what you’re doing and take all the right precautions. An avid skydiver and wing-suit coach, Craig has coached skydiving since 2006 and has been very active in the Kelowna skydiving community since 2007. Even his passion for cooking inclines to the adventurous: he recently toured India with a group of chefs to explore the exotic complexities of Asian cooking, which he loves because it is impossible to master. When it’s time to come down to earth, Craig enjoys golfing and relaxing with his common law spouse and two Cavalier King Charles Spaniels.